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 | $141,270 | $110,094+28.3% | $151,611-6.8% | $68,494+106.3% |
| Participation rate | 97.6% | 84.0%+13.6pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -16.13% | -10.12%-6.0pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $13,159 | $4,471+194.3% | $6,166+113.4% | $2,596+406.8% |
| Participant deferral / active EE | $5,732 | $6,527-12.2% | $8,363-31.5% | $4,027+42.3% |
| Admin fee / account holder | $8,505 | $7,719+10.2% | $11,616-26.8% | $5,403+57.4% |