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 | $89,871 | $110,094-18.4% | $151,611-40.7% | $68,494+31.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.46% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,858 | $4,471+31.0% | $6,166-5.0% | $2,596+125.6% |
| Participant deferral / active EE | $6,050 | $6,527-7.3% | $8,363-27.7% | $4,027+50.2% |
| Admin fee / account holder | $6,948 | $7,719-10.0% | $11,616-40.2% | $5,403+28.6% |