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 | $130,720 | $110,094+18.7% | $151,611-13.8% | $68,494+90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.43% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,741 | $4,471+73.2% | $6,166+25.5% | $2,596+198.2% |
| Participant deferral / active EE | $5,716 | $6,527-12.4% | $8,363-31.6% | $4,027+41.9% |
| Admin fee / account holder | $5,762 | $7,719-25.3% | $11,616-50.4% | $5,403+6.7% |