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 | $76,978 | $43,327+77.7% | $59,878+28.6% | $64,186+19.9% |
| Participation rate | 88.1% | 69.2%+18.9pp | 74.7%+13.4pp | 69.6%+18.5pp |
| Annual return | 9.87% | -1.55%+11.4pp | 3.46%+6.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $2,499 | $2,028+23.2% | $2,722-8.2% | $2,381+5.0% |
| Participant deferral / active EE | $5,389 | $2,546+111.7% | $3,402+58.4% | $3,470+55.3% |
| Admin fee / account holder | $2,794 | $3,005-7.0% | $3,590-22.2% | $4,888-42.8% |