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 | $95,295 | $42,894+122.2% | $60,874+56.5% | $68,494+39.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.02% | -13.98%0pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $5,710 | $1,978+188.7% | $2,701+111.4% | $2,596+119.9% |
| Participant deferral / active EE | $6,383 | $2,867+122.7% | $3,817+67.2% | $4,027+58.5% |
| Admin fee / account holder | $593 | $3,101-80.9% | $3,224-81.6% | $5,403-89.0% |