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 | $135,918 | $110,094+23.5% | $151,611-10.4% | $68,494+98.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.94% | -10.12%-6.8pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,984 | $4,471-10.9% | $6,166-35.4% | $2,596+53.4% |
| Participant deferral / active EE | $6,162 | $6,527-5.6% | $8,363-26.3% | $4,027+53.0% |
| Admin fee / account holder | $1,399 | $7,719-81.9% | $11,616-88.0% | $5,403-74.1% |