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 | $82,205 | $81,900+0.4% | $119,609-31.3% | $68,494+20.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.49% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,410 | $2,693+63.7% | $4,232+4.2% | $2,596+69.8% |
| Participant deferral / active EE | $7,818 | $4,148+88.5% | $5,602+39.6% | $4,027+94.1% |
| Admin fee / account holder | $2,095 | $6,582-68.2% | $10,323-79.7% | $5,403-61.2% |