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 | $116,338 | $131,829-11.8% | $108,579+7.1% | $273,961-57.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.11% | -91.57%+96.7pp | -51.70%+56.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,239 | $4,912-74.8% | $3,758-67.0% | $4,869-74.6% |
| Participant deferral / active EE | $5,910 | $5,127+15.3% | $4,311+37.1% | $5,287+11.8% |
| Admin fee / account holder | $657 | $10,252-93.6% | $7,645-91.4% | $10,132-93.5% |