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 | $141,144 | $131,829+7.1% | $108,579+30.0% | $273,961-48.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.30% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,260 | $4,912-54.0% | $3,758-39.9% | $4,869-53.6% |
| Participant deferral / active EE | $5,608 | $5,127+9.4% | $4,311+30.1% | $5,287+6.1% |
| Admin fee / account holder | $1,195 | $10,252-88.3% | $7,645-84.4% | $10,132-88.2% |