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 | $140,320 | $110,094+27.5% | $151,611-7.4% | $68,494+104.9% |
| Participation rate | 94.9% | 84.0%+11.0pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -16.33% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,286 | $4,471-26.5% | $6,166-46.7% | $2,596+26.5% |
| Participant deferral / active EE | $5,785 | $6,527-11.4% | $8,363-30.8% | $4,027+43.6% |
| Admin fee / account holder | $1,019 | $7,719-86.8% | $11,616-91.2% | $5,403-81.1% |