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 | $212,985 | $82,286+158.8% | $68,791+209.6% | $134,475+58.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -2.04% | -2.19%+0.2pp | -6.38%+4.3pp | 417.96%-420.0pp |
| Employer contribution / active EE | $3,487 | $3,301+5.6% | $2,655+31.3% | $4,740-26.4% |
| Participant deferral / active EE | $1,095 | $4,739-76.9% | $3,941-72.2% | $6,400-82.9% |
| Admin fee / account holder | $52,476 | $6,481+709.7% | $4,932+964.0% | $11,426+359.3% |