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 | $114,477 | $131,829-13.2% | $108,579+5.4% | $273,961-58.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.64% | -91.57%+100.2pp | -51.70%+60.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,178 | $4,912-35.3% | $3,758-15.4% | $4,869-34.7% |
| Participant deferral / active EE | $7,402 | $5,127+44.4% | $4,311+71.7% | $5,287+40.0% |
| Admin fee / account holder | $5,770 | $10,252-43.7% | $7,645-24.5% | $10,132-43.0% |