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 5-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 | $26,733 | $71,883-62.8% | $86,677-69.2% | $68,494-61.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.32% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,926 | $2,173+34.7% | $2,836+3.2% | $2,596+12.7% |
| Participant deferral / active EE | $4,632 | $3,779+22.6% | $4,656-0.5% | $4,027+15.0% |
| Admin fee / account holder | $13,706 | $6,112+124.3% | $7,493+82.9% | $5,403+153.7% |