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 | $97,534 | $110,094-11.4% | $151,611-35.7% | $68,494+42.4% |
| Participation rate | 88.5% | 84.0%+4.5pp | 87.5%+1.0pp | 67.9%+20.6pp |
| Annual return | -15.97% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $6,666 | $4,471+49.1% | $6,166+8.1% | $2,596+156.7% |
| Participant deferral / active EE | $4,919 | $6,527-24.6% | $8,363-41.2% | $4,027+22.2% |
| Admin fee / account holder | $4,630 | $7,719-40.0% | $11,616-60.1% | $5,403-14.3% |