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 | $83,237 | $110,094-24.4% | $151,611-45.1% | $68,494+21.5% |
| Participation rate | 94.6% | 84.0%+10.7pp | 87.5%+7.1pp | 67.9%+26.8pp |
| Annual return | -12.30% | -10.12%-2.2pp | 3.33%-15.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,097 | $4,471-53.1% | $6,166-66.0% | $2,596-19.2% |
| Participant deferral / active EE | $3,583 | $6,527-45.1% | $8,363-57.2% | $4,027-11.0% |
| Admin fee / account holder | $3,218 | $7,719-58.3% | $11,616-72.3% | $5,403-40.4% |