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 8-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 | $111,491 | $73,004+52.7% | $90,749+22.9% | $68,494+62.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -18.26% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,896 | $2,193-13.5% | $2,921-35.1% | $2,596-27.0% |
| Participant deferral / active EE | $6,005 | $3,627+65.6% | $4,564+31.6% | $4,027+49.1% |
| Admin fee / account holder | $13,222 | $5,896+124.3% | $8,445+56.6% | $5,403+144.7% |