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 7-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 | $114,000 | $56,357+102.3% | $104,294+9.3% | $68,494+66.4% |
| Participation rate | 80.0% | 63.3%+16.7pp | 73.3%+6.7pp | 67.9%+12.1pp |
| Annual return | -16.49% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,865 | $1,960-4.9% | $3,372-44.7% | $2,596-28.2% |
| Participant deferral / active EE | $4,554 | $3,077+48.0% | $4,625-1.5% | $4,027+13.1% |
| Admin fee / account holder | $4,587 | $4,903-6.4% | $7,339-37.5% | $5,403-15.1% |