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 | $76,658 | $49,177+55.9% | $79,464-3.5% | $64,186+19.4% |
| Participation rate | 73.9% | 65.0%+8.9pp | 73.3%+0.6pp | 69.6%+4.3pp |
| Annual return | -6.25% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $454 | $2,076-78.1% | $2,800-83.8% | $2,381-80.9% |
| Participant deferral / active EE | $4,849 | $2,821+71.9% | $3,704+30.9% | $3,470+39.8% |
| Admin fee / account holder | $1,123 | $3,839-70.8% | $5,113-78.0% | $4,888-77.0% |