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 9-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 | $102,395 | $49,177+108.2% | $79,464+28.9% | $64,186+59.5% |
| Participation rate | 85.5% | 65.0%+20.5pp | 73.3%+12.2pp | 69.6%+16.0pp |
| Annual return | -6.38% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,923 | $2,076-7.4% | $2,800-31.3% | $2,381-19.2% |
| Participant deferral / active EE | $1,248 | $2,821-55.8% | $3,704-66.3% | $3,470-64.0% |
| Admin fee / account holder | $4,014 | $3,839+4.6% | $5,113-21.5% | $4,888-17.9% |