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 | $92,646 | $133,958-30.8% | $112,228-17.4% | $134,475-31.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -18.92% | 47.11%-66.0pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $8,754 | $4,038+116.8% | $3,635+140.8% | $4,740+84.7% |
| Participant deferral / active EE | $5,334 | $5,291+0.8% | $4,728+12.8% | $6,400-16.6% |
| Admin fee / account holder | $3,401 | $7,489-54.6% | $6,410-46.9% | $11,426-70.2% |