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 | $138,596 | $64,707+114.2% | $112,228+23.5% | $68,494+102.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -3.01% | -11.40%+8.4pp | 27.45%-30.5pp | -7.84%+4.8pp |
| Employer contribution / active EE | $6,839 | $2,746+149.1% | $3,635+88.2% | $2,596+163.4% |
| Participant deferral / active EE | $1,840 | $3,565-48.4% | $4,728-61.1% | $4,027-54.3% |
| Admin fee / account holder | $9,442 | $5,232+80.5% | $6,410+47.3% | $5,403+74.8% |