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 | $108,620 | $110,094-1.3% | $151,611-28.4% | $68,494+58.6% |
| Participation rate | 92.7% | 84.0%+8.7pp | 87.5%+5.2pp | 67.9%+24.8pp |
| Annual return | -12.85% | -10.12%-2.7pp | 3.33%-16.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $6,250 | $4,471+39.8% | $6,166+1.4% | $2,596+140.7% |
| Participant deferral / active EE | $6,853 | $6,527+5.0% | $8,363-18.1% | $4,027+70.2% |
| Admin fee / account holder | $2,341 | $7,719-69.7% | $11,616-79.9% | $5,403-56.7% |