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 | $111,218 | $110,094+1.0% | $151,611-26.6% | $68,494+62.4% |
| Participation rate | 83.9% | 84.0%-0.1pp | 87.5%-3.6pp | 67.9%+16.0pp |
| Annual return | -12.58% | -10.12%-2.5pp | 3.33%-15.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,555 | $4,471-65.2% | $6,166-74.8% | $2,596-40.1% |
| Participant deferral / active EE | $9,029 | $6,527+38.3% | $8,363+8.0% | $4,027+124.2% |
| Admin fee / account holder | $14,775 | $7,719+91.4% | $11,616+27.2% | $5,403+173.5% |