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 | $90,991 | $110,094-17.4% | $151,611-40.0% | $68,494+32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.26% | -10.12%-5.1pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,698 | $4,471-39.7% | $6,166-56.2% | $2,596+3.9% |
| Participant deferral / active EE | $4,807 | $6,527-26.4% | $8,363-42.5% | $4,027+19.4% |
| Admin fee / account holder | $2,486 | $7,719-67.8% | $11,616-78.6% | $5,403-54.0% |