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 | $116,609 | $81,900+42.4% | $119,609-2.5% | $68,494+70.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.12% | -23.82%+13.7pp | -14.97%+4.9pp | -7.84%-2.3pp |
| Employer contribution / active EE | $4,437 | $2,693+64.7% | $4,232+4.8% | $2,596+70.9% |
| Participant deferral / active EE | $5,077 | $4,148+22.4% | $5,602-9.4% | $4,027+26.1% |
| Admin fee / account holder | $5,207 | $6,582-20.9% | $10,323-49.6% | $5,403-3.6% |