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 | $115,478 | $73,004+58.2% | $90,749+27.2% | $68,494+68.6% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -15.37% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,880 | $2,193+77.0% | $2,921+32.9% | $2,596+49.5% |
| Participant deferral / active EE | $6,342 | $3,627+74.9% | $4,564+39.0% | $4,027+57.5% |
| Admin fee / account holder | $7,436 | $5,896+26.1% | $8,445-11.9% | $5,403+37.6% |