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 | $140,545 | $110,094+27.7% | $151,611-7.3% | $68,494+105.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.98% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $8,985 | $4,471+101.0% | $6,166+45.7% | $2,596+246.1% |
| Participant deferral / active EE | $5,815 | $6,527-10.9% | $8,363-30.5% | $4,027+44.4% |
| Admin fee / account holder | $373 | $7,719-95.2% | $11,616-96.8% | $5,403-93.1% |