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 | $103,942 | $131,829-21.2% | $108,579-4.3% | $273,961-62.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.53% | -91.57%+96.1pp | -51.70%+56.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $4,981 | $4,912+1.4% | $3,758+32.5% | $4,869+2.3% |
| Participant deferral / active EE | $6,526 | $5,127+27.3% | $4,311+51.4% | $5,287+23.4% |
| Admin fee / account holder | $383 | $10,252-96.3% | $7,645-95.0% | $10,132-96.2% |