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 7-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 | $139,078 | $167,307-16.9% | $143,757-3.3% | $134,475+3.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.33% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $5,779 | $5,619+2.8% | $4,951+16.7% | $4,740+21.9% |
| Participant deferral / active EE | $12,189 | $6,446+89.1% | $5,637+116.2% | $6,400+90.5% |
| Admin fee / account holder | $1,108 | $18,088-93.9% | $14,673-92.5% | $11,426-90.3% |