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 | $97,104 | $72,404+34.1% | $110,238-11.9% | $64,186+51.3% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.8pp |
| Annual return | -6.15% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,373 | $2,282-39.8% | $3,826-64.1% | $2,381-42.3% |
| Participant deferral / active EE | $6,593 | $3,469+90.1% | $4,672+41.1% | $3,470+90.0% |
| Admin fee / account holder | $2,902 | $5,664-48.8% | $8,547-66.0% | $4,888-40.6% |