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 | $111,459 | $110,094+1.2% | $151,611-26.5% | $68,494+62.7% |
| Participation rate | 98.3% | 84.0%+14.3pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | -14.98% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,261 | $4,471-49.4% | $6,166-63.3% | $2,596-12.9% |
| Participant deferral / active EE | $5,810 | $6,527-11.0% | $8,363-30.5% | $4,027+44.3% |
| Admin fee / account holder | $6,811 | $7,719-11.8% | $11,616-41.4% | $5,403+26.1% |