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 | $53,115 | $82,664-35.7% | $125,339-57.6% | $68,494-22.5% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -3.41% | -5.97%+2.6pp | 572.05%-575.5pp | -7.84%+4.4pp |
| Employer contribution / active EE | $6,483 | $3,381+91.7% | $4,814+34.7% | $2,596+149.7% |
| Participant deferral / active EE | $10,033 | $6,110+64.2% | $7,446+34.7% | $4,027+149.1% |
| Admin fee / account holder | $2,983 | $6,275-52.5% | $10,010-70.2% | $5,403-44.8% |