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 | $93,901 | $142,344-34.0% | $119,609-21.5% | $134,475-30.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.43% | -12.44%+2.0pp | -14.97%+4.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $6,273 | $5,222+20.1% | $4,232+48.2% | $4,740+32.3% |
| Participant deferral / active EE | $7,509 | $6,469+16.1% | $5,602+34.0% | $6,400+17.3% |
| Admin fee / account holder | $1,888 | $13,584-86.1% | $10,323-81.7% | $11,426-83.5% |