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 | $127,116 | $110,094+15.5% | $151,611-16.2% | $68,494+85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.98% | -10.12%+1.1pp | 3.33%-12.3pp | -7.84%-1.1pp |
| Employer contribution / active EE | $2,209 | $4,471-50.6% | $6,166-64.2% | $2,596-14.9% |
| Participant deferral / active EE | $7,386 | $6,527+13.1% | $8,363-11.7% | $4,027+83.4% |
| Admin fee / account holder | $23,439 | $7,719+203.7% | $11,616+101.8% | $5,403+333.8% |