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 | $126,534 | $110,094+14.9% | $151,611-16.5% | $68,494+84.7% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -15.66% | -10.12%-5.5pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,505 | $4,471-44.0% | $6,166-59.4% | $2,596-3.5% |
| Participant deferral / active EE | $10,183 | $6,527+56.0% | $8,363+21.8% | $4,027+152.8% |
| Admin fee / account holder | $7,465 | $7,719-3.3% | $11,616-35.7% | $5,403+38.2% |