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 | $117,770 | $42,894+174.6% | $60,874+93.5% | $68,494+71.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.36% | -13.98%+3.6pp | 16.90%-27.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,311 | $1,978+67.4% | $2,701+22.6% | $2,596+27.5% |
| Participant deferral / active EE | $2,623 | $2,867-8.5% | $3,817-31.3% | $4,027-34.9% |
| Admin fee / account holder | $3,568 | $3,101+15.1% | $3,224+10.6% | $5,403-34.0% |