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 | $90,886 | $131,829-31.1% | $108,579-16.3% | $273,961-66.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.13% | -91.57%+105.7pp | -51.70%+65.8pp | 41.45%-27.3pp |
| Employer contribution / active EE | $13,336 | $4,912+171.5% | $3,758+254.8% | $4,869+173.9% |
| Participant deferral / active EE | $12,174 | $5,127+137.4% | $4,311+182.4% | $5,287+130.3% |
| Admin fee / account holder | $5,520 | $10,252-46.2% | $7,645-27.8% | $10,132-45.5% |