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 7-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 | $139,775 | $71,883+94.4% | $86,677+61.3% | $68,494+104.1% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | 1.15% | 3.52%-2.4pp | 35.91%-34.8pp | -7.84%+9.0pp |
| Employer contribution / active EE | $2,825 | $2,173+30.0% | $2,836-0.4% | $2,596+8.8% |
| Participant deferral / active EE | $2,827 | $3,779-25.2% | $4,656-39.3% | $4,027-29.8% |
| Admin fee / account holder | $5,895 | $6,112-3.5% | $7,493-21.3% | $5,403+9.1% |