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 | $117,788 | $131,829-10.7% | $108,579+8.5% | $273,961-57.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.43% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,482 | $4,912-49.5% | $3,758-33.9% | $4,869-49.0% |
| Participant deferral / active EE | $7,427 | $5,127+44.8% | $4,311+72.3% | $5,287+40.5% |
| Admin fee / account holder | $4,690 | $10,252-54.3% | $7,645-38.6% | $10,132-53.7% |