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 | $221,058 | $110,094+100.8% | $151,611+45.8% | $68,494+222.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.19% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,229 | $4,471-5.4% | $6,166-31.4% | $2,596+62.9% |
| Participant deferral / active EE | $10,374 | $6,527+58.9% | $8,363+24.0% | $4,027+157.6% |
| Admin fee / account holder | $1,036 | $7,719-86.6% | $11,616-91.1% | $5,403-80.8% |