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 6-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 | $113,792 | $81,900+38.9% | $119,609-4.9% | $68,494+66.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -0.44% | -23.82%+23.4pp | -14.97%+14.5pp | -7.84%+7.4pp |
| Employer contribution / active EE | $5,380 | $2,693+99.8% | $4,232+27.1% | $2,596+107.2% |
| Participant deferral / active EE | $6,233 | $4,148+50.3% | $5,602+11.3% | $4,027+54.8% |
| Admin fee / account holder | $25,548 | $6,582+288.2% | $10,323+147.5% | $5,403+372.9% |