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 | $130,746 | $131,829-0.8% | $108,579+20.4% | $273,961-52.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.97% | -91.57%+97.5pp | -51.70%+57.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,962 | $4,912-60.1% | $3,758-47.8% | $4,869-59.7% |
| Participant deferral / active EE | $5,849 | $5,127+14.1% | $4,311+35.7% | $5,287+10.6% |
| Admin fee / account holder | $587 | $10,252-94.3% | $7,645-92.3% | $10,132-94.2% |