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 | $122,783 | $79,633+54.2% | $93,789+30.9% | $68,494+79.3% |
| Participation rate | 85.7% | 75.4%+10.3pp | 81.0%+4.8pp | 67.9%+17.8pp |
| Annual return | -18.17% | -0.10%-18.1pp | -11.33%-6.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,391 | $5,158+23.9% | $6,094+4.9% | $4,027+58.7% |
| Admin fee / account holder | $722 | $6,871-89.5% | $7,195-90.0% | $5,403-86.6% |