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 | $144,579 | $158,817-9.0% | $121,196+19.3% | $135,375+6.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.58% | -0.64%-2.9pp | 16.93%-20.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,239 | $5,665-78.1% | $4,022-69.2% | $4,779-74.1% |
| Participant deferral / active EE | $4,448 | $4,005+11.1% | $3,344+33.0% | $5,609-20.7% |
| Admin fee / account holder | $1,697 | $6,512-73.9% | $5,019-66.2% | $10,827-84.3% |