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 | $94,459 | $110,094-14.2% | $151,611-37.7% | $68,494+37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -3.20% | -10.12%+6.9pp | 3.33%-6.5pp | -7.84%+4.6pp |
| Employer contribution / active EE | $6,497 | $4,471+45.3% | $6,166+5.4% | $2,596+150.2% |
| Participant deferral / active EE | $11,903 | $6,527+82.4% | $8,363+42.3% | $4,027+195.6% |
| Admin fee / account holder | $4,322 | $7,719-44.0% | $11,616-62.8% | $5,403-20.0% |