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 | $91,062 | $110,094-17.3% | $151,611-39.9% | $68,494+32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.78% | -10.12%-1.7pp | 3.33%-15.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,848 | $4,471-58.7% | $6,166-70.0% | $2,596-28.8% |
| Participant deferral / active EE | $4,884 | $6,527-25.2% | $8,363-41.6% | $4,027+21.3% |
| Admin fee / account holder | $6,564 | $7,719-15.0% | $11,616-43.5% | $5,403+21.5% |