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 | $133,813 | $110,094+21.5% | $151,611-11.7% | $68,494+95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.48% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,838 | $4,471-36.5% | $6,166-54.0% | $2,596+9.3% |
| Participant deferral / active EE | $4,185 | $6,527-35.9% | $8,363-50.0% | $4,027+3.9% |
| Admin fee / account holder | $5,287 | $7,719-31.5% | $11,616-54.5% | $5,403-2.1% |