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 | $114,139 | $147,167-22.4% | $111,392+2.5% | $135,375-15.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 5.84% | -4.44%+10.3pp | -2.06%+7.9pp | 519.73%-513.9pp |
| Employer contribution / active EE | $2,695 | $5,204-48.2% | $4,328-37.7% | $4,779-43.6% |
| Participant deferral / active EE | $10,680 | $6,565+62.7% | $5,567+91.8% | $5,609+90.4% |
| Admin fee / account holder | $15,767 | $20,270-22.2% | $12,266+28.5% | $10,827+45.6% |