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 8-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 | $102,031 | $61,660+65.5% | $80,019+27.5% | $64,186+59.0% |
| Participation rate | 94.3% | 71.7%+22.6pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | -4.62% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,326 | $1,810+194.2% | $2,468+115.8% | $2,381+123.7% |
| Participant deferral / active EE | $9,528 | $2,968+221.1% | $3,686+158.5% | $3,470+174.6% |
| Admin fee / account holder | $25,747 | $5,417+375.3% | $6,521+294.8% | $4,888+426.7% |