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 | $122,947 | $142,344-13.6% | $119,609+2.8% | $134,475-8.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 4.17% | -12.44%+16.6pp | -14.97%+19.1pp | 417.96%-413.8pp |
| Employer contribution / active EE | $3,208 | $5,222-38.6% | $4,232-24.2% | $4,740-32.3% |
| Participant deferral / active EE | $4,965 | $6,469-23.3% | $5,602-11.4% | $6,400-22.4% |
| Admin fee / account holder | $12,317 | $13,584-9.3% | $10,323+19.3% | $11,426+7.8% |