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 | $122,510 | $81,900+49.6% | $119,609+2.4% | $68,494+78.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.10% | -23.82%+11.7pp | -14.97%+2.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $4,307 | $2,693+59.9% | $4,232+1.8% | $2,596+65.9% |
| Participant deferral / active EE | $7,308 | $4,148+76.2% | $5,602+30.5% | $4,027+81.5% |
| Admin fee / account holder | $699 | $6,582-89.4% | $10,323-93.2% | $5,403-87.1% |