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 | $117,618 | $73,004+61.1% | $90,749+29.6% | $68,494+71.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -18.74% | -13.81%-4.9pp | -12.16%-6.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $5,773 | $2,193+163.3% | $2,921+97.6% | $2,596+122.4% |
| Participant deferral / active EE | $5,814 | $3,627+60.3% | $4,564+27.4% | $4,027+44.4% |
| Admin fee / account holder | $15,201 | $5,896+157.8% | $8,445+80.0% | $5,403+181.4% |