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 | $134,874 | $113,935+18.4% | $94,224+43.1% | $125,391+7.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.37% | 5.29%-6.7pp | 10.68%-12.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $5,454 | $4,727+15.4% | $3,587+52.1% | $4,866+12.1% |
| Participant deferral / active EE | $7,095 | $5,179+37.0% | $4,320+64.2% | $5,352+32.6% |
| Admin fee / account holder | $2,086 | $8,391-75.1% | $6,269-66.7% | $9,540-78.1% |