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 | $133,830 | $131,829+1.5% | $108,579+23.3% | $273,961-51.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.51% | -91.57%+100.1pp | -51.70%+60.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,840 | $4,912-42.2% | $3,758-24.4% | $4,869-41.7% |
| Participant deferral / active EE | $17,427 | $5,127+239.9% | $4,311+304.3% | $5,287+229.6% |
| Admin fee / account holder | $3,515 | $10,252-65.7% | $7,645-54.0% | $10,132-65.3% |