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 | $87,559 | $73,004+19.9% | $90,749-3.5% | $68,494+27.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.95% | -13.81%-0.1pp | -12.16%-1.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,103 | $2,193+41.5% | $2,921+6.2% | $2,596+19.5% |
| Participant deferral / active EE | $4,541 | $3,627+25.2% | $4,564-0.5% | $4,027+12.8% |
| Admin fee / account holder | $4,782 | $5,896-18.9% | $8,445-43.4% | $5,403-11.5% |