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 | $144,124 | $110,094+30.9% | $151,611-4.9% | $68,494+110.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.42% | -10.12%-3.3pp | 3.33%-16.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,878 | $4,471-35.6% | $6,166-53.3% | $2,596+10.9% |
| Participant deferral / active EE | $3,316 | $6,527-49.2% | $8,363-60.4% | $4,027-17.7% |
| Admin fee / account holder | $8,620 | $7,719+11.7% | $11,616-25.8% | $5,403+59.5% |