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 | $116,678 | $54,350+114.7% | $82,719+41.1% | $68,494+70.3% |
| Participation rate | 73.9% | 63.9%+10.0pp | 72.6%+1.4pp | 67.9%+6.0pp |
| Annual return | -13.08% | -13.67%+0.6pp | 701.18%-714.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,175 | $2,218-47.0% | $3,009-60.9% | $2,596-54.7% |
| Participant deferral / active EE | $4,591 | $3,246+41.4% | $4,395+4.5% | $4,027+14.0% |
| Admin fee / account holder | $10,861 | $4,395+147.1% | $5,329+103.8% | $5,403+101.0% |