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 | $117,949 | $110,094+7.1% | $151,611-22.2% | $68,494+72.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -15.67% | -10.12%-5.6pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $5,346 | $4,471+19.6% | $6,166-13.3% | $2,596+105.9% |
| Participant deferral / active EE | $12,606 | $6,527+93.1% | $8,363+50.7% | $4,027+213.0% |
| Admin fee / account holder | $7,673 | $7,719-0.6% | $11,616-33.9% | $5,403+42.0% |