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 | $56,953 | $81,900-30.5% | $119,609-52.4% | $68,494-16.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -6.37% | -23.82%+17.5pp | -14.97%+8.6pp | -7.84%+1.5pp |
| Employer contribution / active EE | $6,914 | $2,693+156.7% | $4,232+63.4% | $2,596+166.3% |
| Participant deferral / active EE | $5,725 | $4,148+38.0% | $5,602+2.2% | $4,027+42.2% |
| Admin fee / account holder | $7,404 | $6,582+12.5% | $10,323-28.3% | $5,403+37.0% |