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 | $56,193 | $81,900-31.4% | $119,609-53.0% | $68,494-18.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -9.36% | -23.82%+14.5pp | -14.97%+5.6pp | -7.84%-1.5pp |
| Employer contribution / active EE | $7,230 | $2,693+168.4% | $4,232+70.8% | $2,596+178.5% |
| Participant deferral / active EE | $4,533 | $4,148+9.3% | $5,602-19.1% | $4,027+12.5% |
| Admin fee / account holder | $9,896 | $6,582+50.3% | $10,323-4.1% | $5,403+83.2% |