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 | $102,121 | $72,404+41.0% | $110,238-7.4% | $64,186+59.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.26% | -6.29%+2.0pp | 314.74%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,435 | $2,282+50.6% | $3,826-10.2% | $2,381+44.3% |
| Participant deferral / active EE | $8,651 | $3,469+149.4% | $4,672+85.2% | $3,470+149.3% |
| Admin fee / account holder | $6,633 | $5,664+17.1% | $8,547-22.4% | $4,888+35.7% |