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 | $160,347 | $42,894+273.8% | $60,874+163.4% | $68,494+134.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -8.02% | -13.98%+6.0pp | 16.90%-24.9pp | -7.84%-0.2pp |
| Employer contribution / active EE | $3,438 | $1,978+73.8% | $2,701+27.3% | $2,596+32.4% |
| Participant deferral / active EE | $7,680 | $2,867+167.9% | $3,817+101.2% | $4,027+90.7% |
| Admin fee / account holder | $40,405 | $3,101+1203.1% | $3,224+1153.1% | $5,403+647.9% |