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 | $162,592 | $110,094+47.7% | $151,611+7.2% | $68,494+137.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.29% | -10.12%+1.8pp | 3.33%-11.6pp | -7.84%-0.4pp |
| Employer contribution / active EE | $5,599 | $4,471+25.2% | $6,166-9.2% | $2,596+115.6% |
| Participant deferral / active EE | $4,191 | $6,527-35.8% | $8,363-49.9% | $4,027+4.1% |
| Admin fee / account holder | $6,890 | $7,719-10.7% | $11,616-40.7% | $5,403+27.5% |