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 | $52,268 | $133,958-61.0% | $112,228-53.4% | $134,475-61.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.45% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,827 | $4,038-5.2% | $3,635+5.3% | $4,740-19.3% |
| Participant deferral / active EE | $6,376 | $5,291+20.5% | $4,728+34.9% | $6,400-0.4% |
| Admin fee / account holder | $1,197 | $7,489-84.0% | $6,410-81.3% | $11,426-89.5% |