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 7-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 | $91,185 | $71,883+26.9% | $86,677+5.2% | $68,494+33.1% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -15.80% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,423 | $2,173+11.5% | $2,836-14.6% | $2,596-6.7% |
| Participant deferral / active EE | $6,052 | $3,779+60.2% | $4,656+30.0% | $4,027+50.3% |
| Admin fee / account holder | $121,987 | $6,112+1895.9% | $7,493+1528.0% | $5,403+2157.9% |