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 | $101,534 | $110,094-7.8% | $151,611-33.0% | $68,494+48.2% |
| Participation rate | 91.2% | 84.0%+7.2pp | 87.5%+3.7pp | 67.9%+23.3pp |
| Annual return | -17.31% | -10.12%-7.2pp | 3.33%-20.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,218 | $4,471-50.4% | $6,166-64.0% | $2,596-14.6% |
| Participant deferral / active EE | $5,665 | $6,527-13.2% | $8,363-32.3% | $4,027+40.7% |
| Admin fee / account holder | $6,422 | $7,719-16.8% | $11,616-44.7% | $5,403+18.9% |