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 | $92,879 | $81,900+13.4% | $119,609-22.3% | $68,494+35.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.38% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $9,571 | $2,693+255.4% | $4,232+126.2% | $2,596+268.6% |
| Participant deferral / active EE | $6,193 | $4,148+49.3% | $5,602+10.6% | $4,027+53.8% |
| Admin fee / account holder | $4,579 | $6,582-30.4% | $10,323-55.6% | $5,403-15.2% |