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 | $104,849 | $158,817-34.0% | $121,196-13.5% | $135,375-22.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.73% | -0.64%-4.1pp | 16.93%-21.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,600 | $5,665+16.5% | $4,022+64.1% | $4,779+38.1% |
| Participant deferral / active EE | $3,285 | $4,005-18.0% | $3,344-1.8% | $5,609-41.4% |
| Admin fee / account holder | $7,795 | $6,512+19.7% | $5,019+55.3% | $10,827-28.0% |