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 | $103,418 | $76,912+34.5% | $129,110-19.9% | $68,494+51.0% |
| Participation rate | 90.4% | 69.1%+21.3pp | 77.3%+13.2pp | 67.9%+22.5pp |
| Annual return | -17.87% | -9.78%-8.1pp | -10.94%-6.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $8,645 | $3,243+166.6% | $5,052+71.1% | $2,596+233.0% |
| Participant deferral / active EE | $12,507 | $4,732+164.3% | $6,542+91.2% | $4,027+210.6% |
| Admin fee / account holder | $5,995 | $6,638-9.7% | $14,302-58.1% | $5,403+11.0% |