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 | $118,263 | $131,829-10.3% | $108,579+8.9% | $273,961-56.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.45% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $18,723 | $4,912+281.1% | $3,758+398.2% | $4,869+284.6% |
| Participant deferral / active EE | $16,000 | $5,127+212.1% | $4,311+271.2% | $5,287+202.6% |
| Admin fee / account holder | $1,397 | $10,252-86.4% | $7,645-81.7% | $10,132-86.2% |