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 | $144,824 | $54,726+164.6% | $68,793+110.5% | $64,186+125.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.62% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,858 | $1,846+0.6% | $2,625-29.2% | $2,381-22.0% |
| Participant deferral / active EE | $10,746 | $2,626+309.2% | $3,311+224.5% | $3,470+209.7% |
| Admin fee / account holder | $6,183 | $4,027+53.5% | $5,131+20.5% | $4,888+26.5% |