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 6-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 | $92,571 | $83,427+11.0% | $115,756-20.0% | $68,494+35.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -10.75% | -10.95%+0.2pp | 143.14%-153.9pp | -7.84%-2.9pp |
| Employer contribution / active EE | $3,114 | $3,075+1.3% | $3,793-17.9% | $2,596+19.9% |
| Participant deferral / active EE | $6,536 | $5,355+22.0% | $6,254+4.5% | $4,027+62.3% |
| Admin fee / account holder | $5,019 | $5,708-12.1% | $8,124-38.2% | $5,403-7.1% |