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 6-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 | $89,409 | $91,538-2.3% | $129,995-31.2% | $75,163+19.0% |
| Participation rate | 79.7% | 71.4%+8.3pp | 78.5%+1.2pp | 67.2%+12.5pp |
| Annual return | 14.30% | -631.11%+645.4pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $3,227 | $2,845+13.4% | $4,320-25.3% | $2,670+20.9% |
| Participant deferral / active EE | $5,151 | $4,341+18.7% | $5,820-11.5% | $4,125+24.9% |
| Admin fee / account holder | $7,957 | $6,790+17.2% | $10,614-25.0% | $5,651+40.8% |