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 | $89,273 | $64,707+38.0% | $112,228-20.5% | $68,494+30.3% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.3pp |
| Annual return | -7.67% | -11.40%+3.7pp | 27.45%-35.1pp | -7.84%+0.2pp |
| Employer contribution / active EE | $19,467 | $2,746+608.9% | $3,635+435.6% | $2,596+649.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $15,067 | $5,232+188.0% | $6,410+135.1% | $5,403+178.9% |