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 | $188,468 | $90,590+108.0% | $90,782+107.6% | $135,375+39.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.15% | -3.40%-0.8pp | -3.42%-0.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,444 | $4,352+2.1% | $4,105+8.2% | $4,779-7.0% |
| Participant deferral / active EE | $6,018 | $5,407+11.3% | $5,366+12.1% | $5,609+7.3% |
| Admin fee / account holder | $2,932 | $7,683-61.8% | $5,908-50.4% | $10,827-72.9% |