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 | $103,127 | $72,404+42.4% | $110,238-6.5% | $64,186+60.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.83% | -6.29%+1.5pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,622 | $2,282-28.9% | $3,826-57.6% | $2,381-31.9% |
| Participant deferral / active EE | $2,705 | $3,469-22.0% | $4,672-42.1% | $3,470-22.0% |
| Admin fee / account holder | $1,556 | $5,664-72.5% | $8,547-81.8% | $4,888-68.2% |