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 | $109,093 | $110,094-0.9% | $151,611-28.0% | $68,494+59.3% |
| Participation rate | 97.8% | 84.0%+13.8pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -10.83% | -10.12%-0.7pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $4,253 | $4,471-4.9% | $6,166-31.0% | $2,596+63.8% |
| Participant deferral / active EE | $7,788 | $6,527+19.3% | $8,363-6.9% | $4,027+93.4% |
| Admin fee / account holder | $21,982 | $7,719+184.8% | $11,616+89.2% | $5,403+306.9% |