See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,604 | $49,280+41.2% | $67,313+3.4% | $64,186+8.4% |
| Participation rate | 82.4% | 60.8%+21.6pp | 69.1%+13.3pp | 69.6%+12.8pp |
| Annual return | 9.35% | -1.39%+10.7pp | -4.08%+13.4pp | 7.63%+1.7pp |
| Employer contribution / active EE | $3,260 | $1,668+95.4% | $2,566+27.1% | $2,381+36.9% |
| Participant deferral / active EE | $6,096 | $2,484+145.4% | $3,568+70.8% | $3,470+75.7% |
| Admin fee / account holder | $1,694 | $3,863-56.2% | $4,507-62.4% | $4,888-65.4% |