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 | $122,981 | $81,900+50.2% | $119,609+2.8% | $68,494+79.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.39% | -23.82%+9.4pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,091 | $2,693-59.5% | $4,232-74.2% | $2,596-58.0% |
| Participant deferral / active EE | $6,158 | $4,148+48.5% | $5,602+9.9% | $4,027+52.9% |
| Admin fee / account holder | $9,856 | $6,582+49.7% | $10,323-4.5% | $5,403+82.4% |