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 | $169,861 | $64,707+162.5% | $112,228+51.4% | $68,494+148.0% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -15.75% | -11.40%-4.3pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,842 | $2,746+3.5% | $3,635-21.8% | $2,596+9.5% |
| Participant deferral / active EE | $7,666 | $3,565+115.1% | $4,728+62.1% | $4,027+90.4% |
| Admin fee / account holder | $4,866 | $5,232-7.0% | $6,410-24.1% | $5,403-9.9% |