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 | $81,165 | $81,900-0.9% | $119,609-32.1% | $68,494+18.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 3.84% | -23.82%+27.7pp | -14.97%+18.8pp | -7.84%+11.7pp |
| Employer contribution / active EE | $4,056 | $2,693+50.6% | $4,232-4.2% | $2,596+56.2% |
| Participant deferral / active EE | $8,494 | $4,148+104.8% | $5,602+51.6% | $4,027+110.9% |
| Admin fee / account holder | $4,006 | $6,582-39.1% | $10,323-61.2% | $5,403-25.9% |