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 | $193,731 | $81,900+136.5% | $119,609+62.0% | $68,494+182.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.52% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,333 | $2,693+23.8% | $4,232-21.2% | $2,596+28.4% |
| Participant deferral / active EE | $7,582 | $4,148+82.8% | $5,602+35.3% | $4,027+88.3% |
| Admin fee / account holder | $4,918 | $6,582-25.3% | $10,323-52.4% | $5,403-9.0% |