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 | $92,762 | $91,911+0.9% | $68,793+34.8% | $135,375-31.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.37% | -8.22%+2.8pp | -4.63%-0.7pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,236 | $3,924-17.5% | $2,625+23.3% | $4,779-32.3% |
| Participant deferral / active EE | $11,797 | $4,315+173.4% | $3,311+256.3% | $5,609+110.3% |
| Admin fee / account holder | $2,511 | $9,240-72.8% | $5,131-51.1% | $10,827-76.8% |