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 | $122,908 | $131,829-6.8% | $108,579+13.2% | $273,961-55.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.87% | -91.57%+95.4pp | -51.70%+55.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $10,608 | $4,912+115.9% | $3,758+182.3% | $4,869+117.9% |
| Participant deferral / active EE | $10,098 | $5,127+97.0% | $4,311+134.3% | $5,287+91.0% |
| Admin fee / account holder | $42,198 | $10,252+311.6% | $7,645+452.0% | $10,132+316.5% |