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 4-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 | $97,851 | $110,094-11.1% | $151,611-35.5% | $68,494+42.9% |
| Participation rate | 91.5% | 84.0%+7.5pp | 87.5%+4.0pp | 67.9%+23.6pp |
| Annual return | -14.02% | -10.12%-3.9pp | 3.33%-17.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,070 | $4,471-31.3% | $6,166-50.2% | $2,596+18.3% |
| Participant deferral / active EE | $5,771 | $6,527-11.6% | $8,363-31.0% | $4,027+43.3% |
| Admin fee / account holder | $5,643 | $7,719-26.9% | $11,616-51.4% | $5,403+4.5% |