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 | $146,553 | $110,094+33.1% | $151,611-3.3% | $68,494+114.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.33% | -10.12%-0.2pp | 3.33%-13.7pp | -7.84%-2.5pp |
| Employer contribution / active EE | $3,353 | $4,471-25.0% | $6,166-45.6% | $2,596+29.2% |
| Participant deferral / active EE | $6,464 | $6,527-1.0% | $8,363-22.7% | $4,027+60.5% |
| Admin fee / account holder | $9,304 | $7,719+20.5% | $11,616-19.9% | $5,403+72.2% |