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 7-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 | $198,533 | $63,953+210.4% | $54,726+262.8% | $135,375+46.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -4.24% | -5.77%+1.5pp | -4.56%+0.3pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,742 | $4,256-59.1% | $3,449-49.5% | $4,779-63.6% |
| Participant deferral / active EE | $2,208 | $4,810-54.1% | $3,953-44.1% | $5,609-60.6% |
| Admin fee / account holder | $35,763 | $4,567+683.0% | $3,818+836.8% | $10,827+230.3% |