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 | $135,362 | $94,529+43.2% | $140,016-3.3% | $64,186+110.9% |
| Participation rate | 94.7% | 84.1%+10.7pp | 87.5%+7.2pp | 69.6%+25.2pp |
| Annual return | -6.23% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,295 | $3,812+12.7% | $5,606-23.4% | $2,381+80.4% |
| Participant deferral / active EE | $5,174 | $5,250-1.5% | $6,927-25.3% | $3,470+49.1% |
| Admin fee / account holder | $3,629 | $6,741-46.2% | $10,705-66.1% | $4,888-25.8% |