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 | $170,489 | $72,404+135.5% | $110,238+54.7% | $64,186+165.6% |
| Participation rate | 82.0% | 73.3%+8.7pp | 79.8%+2.2pp | 69.6%+12.4pp |
| Annual return | -7.19% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,251 | $2,282-1.3% | $3,826-41.2% | $2,381-5.5% |
| Participant deferral / active EE | $4,462 | $3,469+28.6% | $4,672-4.5% | $3,470+28.6% |
| Admin fee / account holder | $1,659 | $5,664-70.7% | $8,547-80.6% | $4,888-66.1% |