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 | $120,656 | $82,664+46.0% | $125,339-3.7% | $68,494+76.2% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,259 | $3,381-3.6% | $4,814-32.3% | $2,596+25.5% |
| Participant deferral / active EE | $14,466 | $6,110+136.7% | $7,446+94.3% | $4,027+259.2% |
| Admin fee / account holder | $1,001 | $6,275-84.0% | $10,010-90.0% | $5,403-81.5% |