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 | $32,900 | $69,977-53.0% | $108,579-69.7% | $62,891-47.7% |
| Participation rate | 83.8% | 72.9%+10.9pp | 79.6%+4.2pp | 69.3%+14.5pp |
| Annual return | 10.45% | 10.73%-0.3pp | -51.70%+62.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $3,060 | $2,135+43.3% | $3,758-18.6% | $2,281+34.2% |
| Participant deferral / active EE | $5,090 | $3,165+60.8% | $4,311+18.1% | $3,203+58.9% |
| Admin fee / account holder | $3,512 | $5,076-30.8% | $7,645-54.1% | $4,296-18.2% |