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 | $164,006 | $81,900+100.3% | $119,609+37.1% | $68,494+139.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -5.62% | -23.82%+18.2pp | -14.97%+9.3pp | -7.84%+2.2pp |
| Employer contribution / active EE | $2,885 | $2,693+7.1% | $4,232-31.8% | $2,596+11.1% |
| Participant deferral / active EE | $10,041 | $4,148+142.1% | $5,602+79.2% | $4,027+149.3% |
| Admin fee / account holder | $6,376 | $6,582-3.1% | $10,323-38.2% | $5,403+18.0% |