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 | $106,665 | $72,404+47.3% | $110,238-3.2% | $64,186+66.2% |
| Participation rate | 78.4% | 73.3%+5.0pp | 79.8%-1.4pp | 69.6%+8.8pp |
| Annual return | 8.54% | -6.29%+14.8pp | 314.74%-306.2pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,192 | $2,282-3.9% | $3,826-42.7% | $2,381-7.9% |
| Participant deferral / active EE | $4,986 | $3,469+43.7% | $4,672+6.7% | $3,470+43.7% |
| Admin fee / account holder | $2,587 | $5,664-54.3% | $8,547-69.7% | $4,888-47.1% |