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 | $110,607 | $94,529+17.0% | $140,016-21.0% | $64,186+72.3% |
| Participation rate | 90.1% | 84.1%+6.0pp | 87.5%+2.6pp | 69.6%+20.5pp |
| Annual return | -5.22% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,384 | $3,812-11.2% | $5,606-39.6% | $2,381+42.1% |
| Participant deferral / active EE | $4,696 | $5,250-10.5% | $6,927-32.2% | $3,470+35.4% |
| Admin fee / account holder | $16,433 | $6,741+143.8% | $10,705+53.5% | $4,888+236.2% |