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 | $109,515 | $110,094-0.5% | $151,611-27.8% | $68,494+59.9% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -15.82% | -10.12%-5.7pp | 3.33%-19.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,100 | $4,471-30.7% | $6,166-49.7% | $2,596+19.4% |
| Participant deferral / active EE | $5,082 | $6,527-22.1% | $8,363-39.2% | $4,027+26.2% |
| Admin fee / account holder | $3,443 | $7,719-55.4% | $11,616-70.4% | $5,403-36.3% |