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 | $129,969 | $131,829-1.4% | $108,579+19.7% | $273,961-52.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.62% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,315 | $4,912-73.2% | $3,758-65.0% | $4,869-73.0% |
| Participant deferral / active EE | $9,000 | $5,127+75.5% | $4,311+108.8% | $5,287+70.2% |
| Admin fee / account holder | $8,783 | $10,252-14.3% | $7,645+14.9% | $10,132-13.3% |