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 | $112,709 | $131,829-14.5% | $108,579+3.8% | $273,961-58.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.13% | -91.57%+96.7pp | -51.70%+56.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,264 | $4,912-53.9% | $3,758-39.8% | $4,869-53.5% |
| Participant deferral / active EE | $5,219 | $5,127+1.8% | $4,311+21.1% | $5,287-1.3% |
| Admin fee / account holder | $14,705 | $10,252+43.4% | $7,645+92.3% | $10,132+45.1% |