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 | $131,762 | $110,094+19.7% | $151,611-13.1% | $68,494+92.4% |
| Participation rate | 97.0% | 84.0%+13.0pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -8.23% | -10.12%+1.9pp | 3.33%-11.6pp | -7.84%-0.4pp |
| Employer contribution / active EE | $3,538 | $4,471-20.9% | $6,166-42.6% | $2,596+36.3% |
| Participant deferral / active EE | $7,345 | $6,527+12.5% | $8,363-12.2% | $4,027+82.4% |
| Admin fee / account holder | $3,562 | $7,719-53.8% | $11,616-69.3% | $5,403-34.1% |