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 | $132,910 | $131,829+0.8% | $108,579+22.4% | $273,961-51.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.17% | -91.57%+104.7pp | -51.70%+64.9pp | 41.45%-28.3pp |
| Employer contribution / active EE | $6,040 | $4,912+22.9% | $3,758+60.7% | $4,869+24.1% |
| Participant deferral / active EE | $8,607 | $5,127+67.9% | $4,311+99.7% | $5,287+62.8% |
| Admin fee / account holder | $684 | $10,252-93.3% | $7,645-91.1% | $10,132-93.3% |