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 | $112,284 | $131,829-14.8% | $108,579+3.4% | $273,961-59.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.96% | -91.57%+101.5pp | -51.70%+61.7pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,666 | $4,912-45.7% | $3,758-29.1% | $4,869-45.2% |
| Participant deferral / active EE | $7,184 | $5,127+40.1% | $4,311+66.6% | $5,287+35.9% |
| Admin fee / account holder | $7,021 | $10,252-31.5% | $7,645-8.2% | $10,132-30.7% |