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 | $192,133 | $81,900+134.6% | $119,609+60.6% | $68,494+180.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.78% | -23.82%+10.0pp | -14.97%+1.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $7,519 | $2,693+179.2% | $4,232+77.7% | $2,596+189.6% |
| Participant deferral / active EE | $6,242 | $4,148+50.5% | $5,602+11.4% | $4,027+55.0% |
| Admin fee / account holder | $6,784 | $6,582+3.1% | $10,323-34.3% | $5,403+25.6% |