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 | $116,028 | $82,664+40.4% | $125,339-7.4% | $68,494+69.4% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -5.69% | -5.97%+0.3pp | 572.05%-577.7pp | -7.84%+2.2pp |
| Employer contribution / active EE | $1,293 | $3,381-61.8% | $4,814-73.1% | $2,596-50.2% |
| Participant deferral / active EE | $6,756 | $6,110+10.6% | $7,446-9.3% | $4,027+67.8% |
| Admin fee / account holder | $7,164 | $6,275+14.2% | $10,010-28.4% | $5,403+32.6% |