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 | $138,946 | $110,094+26.2% | $151,611-8.4% | $68,494+102.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.87% | -10.12%-1.8pp | 3.33%-15.2pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,405 | $4,471-23.8% | $6,166-44.8% | $2,596+31.1% |
| Participant deferral / active EE | $4,466 | $6,527-31.6% | $8,363-46.6% | $4,027+10.9% |
| Admin fee / account holder | $17,003 | $7,719+120.3% | $11,616+46.4% | $5,403+214.7% |