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 | $134,199 | $110,094+21.9% | $151,611-11.5% | $68,494+95.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.57% | -10.12%-6.5pp | 3.33%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,481 | $4,471+45.0% | $6,166+5.1% | $2,596+149.6% |
| Participant deferral / active EE | $7,012 | $6,527+7.4% | $8,363-16.2% | $4,027+74.1% |
| Admin fee / account holder | $7,638 | $7,719-1.0% | $11,616-34.2% | $5,403+41.4% |