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 | $107,862 | $110,094-2.0% | $151,611-28.9% | $68,494+57.5% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | -17.00% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,516 | $4,471+1.0% | $6,166-26.8% | $2,596+73.9% |
| Participant deferral / active EE | $9,969 | $6,527+52.7% | $8,363+19.2% | $4,027+147.5% |
| Admin fee / account holder | $886 | $7,719-88.5% | $11,616-92.4% | $5,403-83.6% |