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 | $88,188 | $44,103+100.0% | $75,826+16.3% | $64,186+37.4% |
| Participation rate | 82.4% | 62.7%+19.6pp | 68.2%+14.1pp | 69.6%+12.8pp |
| Annual return | -6.90% | -4.72%-2.2pp | 1914.15%-1921.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,593 | $1,446+79.3% | $1,913+35.5% | $2,381+8.9% |
| Participant deferral / active EE | $5,236 | $2,204+137.6% | $2,862+82.9% | $3,470+50.9% |
| Admin fee / account holder | $1,180 | $3,506-66.4% | $4,726-75.0% | $4,888-75.9% |