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 | $119,184 | $82,664+44.2% | $125,339-4.9% | $68,494+74.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -13.13% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,591 | $3,381-52.9% | $4,814-66.9% | $2,596-38.7% |
| Participant deferral / active EE | $10,560 | $6,110+72.8% | $7,446+41.8% | $4,027+162.2% |
| Admin fee / account holder | $25,228 | $6,275+302.0% | $10,010+152.0% | $5,403+366.9% |