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 5-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 | $64,402 | $64,707-0.5% | $112,228-42.6% | $68,494-6.0% |
| Participation rate | 77.1% | 67.2%+10.0pp | 75.1%+2.1pp | 67.9%+9.3pp |
| Annual return | 8.13% | -11.40%+19.5pp | 27.45%-19.3pp | -7.84%+16.0pp |
| Employer contribution / active EE | $2,921 | $2,746+6.4% | $3,635-19.6% | $2,596+12.5% |
| Participant deferral / active EE | $6,113 | $3,565+71.5% | $4,728+29.3% | $4,027+51.8% |
| Admin fee / account holder | $1,151 | $5,232-78.0% | $6,410-82.0% | $5,403-78.7% |