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 | $156,511 | $110,094+42.2% | $151,611+3.2% | $68,494+128.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 1.37% | -10.12%+11.5pp | 3.33%-2.0pp | -7.84%+9.2pp |
| Employer contribution / active EE | $7,890 | $4,471+76.5% | $6,166+28.0% | $2,596+203.9% |
| Participant deferral / active EE | $3,955 | $6,527-39.4% | $8,363-52.7% | $4,027-1.8% |
| Admin fee / account holder | $16,234 | $7,719+110.3% | $11,616+39.8% | $5,403+200.5% |