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 | $30,865 | $62,586-50.7% | $76,768-59.8% | $64,186-51.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | 6.51% | -1.95%+8.5pp | 2.43%+4.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $4,213 | $1,832+129.9% | $2,485+69.5% | $2,381+76.9% |
| Participant deferral / active EE | $3,436 | $3,145+9.3% | $3,852-10.8% | $3,470-1.0% |
| Admin fee / account holder | $1,231 | $4,667-73.6% | $6,675-81.6% | $4,888-74.8% |