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 | $118,323 | $110,094+7.5% | $151,611-22.0% | $68,494+72.7% |
| Participation rate | 97.8% | 84.0%+13.8pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -13.39% | -10.12%-3.3pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $8,171 | $4,471+82.8% | $6,166+32.5% | $2,596+214.7% |
| Participant deferral / active EE | $4,514 | $6,527-30.8% | $8,363-46.0% | $4,027+12.1% |
| Admin fee / account holder | $2,307 | $7,719-70.1% | $11,616-80.1% | $5,403-57.3% |