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 | $129,107 | $167,307-22.8% | $143,757-10.2% | $134,475-4.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.72% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $6,064 | $5,619+7.9% | $4,951+22.5% | $4,740+27.9% |
| Participant deferral / active EE | $6,018 | $6,446-6.6% | $5,637+6.8% | $6,400-6.0% |
| Admin fee / account holder | $2,416 | $18,088-86.6% | $14,673-83.5% | $11,426-78.9% |