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 | $118,824 | $81,900+45.1% | $119,609-0.7% | $68,494+73.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.54% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,543 | $2,693-5.6% | $4,232-39.9% | $2,596-2.0% |
| Participant deferral / active EE | $6,433 | $4,148+55.1% | $5,602+14.8% | $4,027+59.7% |
| Admin fee / account holder | $1,301 | $6,582-80.2% | $10,323-87.4% | $5,403-75.9% |