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 10-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 | $133,031 | $82,032+62.2% | $123,104+8.1% | $59,632+123.1% |
| Participation rate | 81.7% | 83.2%-1.5pp | 86.8%-5.1pp | 68.7%+13.0pp |
| Annual return | -0.55% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,681 | $3,297-18.7% | $5,151-48.0% | $2,203+21.7% |
| Participant deferral / active EE | $7,259 | $4,667+55.6% | $6,230+16.5% | $3,192+127.4% |
| Admin fee / account holder | $5,984 | $5,881+1.8% | $9,015-33.6% | $4,297+39.3% |