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 | $104,562 | $81,900+27.7% | $119,609-12.6% | $68,494+52.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -0.12% | -23.82%+23.7pp | -14.97%+14.8pp | -7.84%+7.7pp |
| Employer contribution / active EE | $9,413 | $2,693+249.5% | $4,232+122.4% | $2,596+262.6% |
| Participant deferral / active EE | $13,700 | $4,148+230.3% | $5,602+144.6% | $4,027+240.2% |
| Admin fee / account holder | $2,724 | $6,582-58.6% | $10,323-73.6% | $5,403-49.6% |