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 | $106,991 | $72,404+47.8% | $110,238-2.9% | $64,186+66.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.49% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,800 | $2,282+22.7% | $3,826-26.8% | $2,381+17.6% |
| Participant deferral / active EE | $7,273 | $3,469+109.6% | $4,672+55.7% | $3,470+109.6% |
| Admin fee / account holder | $5,058 | $5,664-10.7% | $8,547-40.8% | $4,888+3.5% |