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 | $133,152 | $72,404+83.9% | $110,238+20.8% | $64,186+107.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.23% | -6.29%+0.1pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,772 | $2,282+109.1% | $3,826+24.7% | $2,381+100.4% |
| Participant deferral / active EE | $6,344 | $3,469+82.9% | $4,672+35.8% | $3,470+82.9% |
| Admin fee / account holder | $1,532 | $5,664-73.0% | $8,547-82.1% | $4,888-68.7% |