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 | $118,640 | $131,829-10.0% | $108,579+9.3% | $273,961-56.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.71% | -91.57%+99.3pp | -51.70%+59.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,817 | $4,912-1.9% | $3,758+28.2% | $4,869-1.1% |
| Participant deferral / active EE | $6,730 | $5,127+31.3% | $4,311+56.1% | $5,287+27.3% |
| Admin fee / account holder | $3,697 | $10,252-63.9% | $7,645-51.6% | $10,132-63.5% |