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 | $132,504 | $110,094+20.4% | $151,611-12.6% | $68,494+93.5% |
| Participation rate | 92.5% | 84.0%+8.5pp | 87.5%+5.0pp | 67.9%+24.6pp |
| Annual return | -12.21% | -10.12%-2.1pp | 3.33%-15.5pp | -7.84%-4.4pp |
| Employer contribution / active EE | $6,490 | $4,471+45.2% | $6,166+5.3% | $2,596+150.0% |
| Participant deferral / active EE | $11,497 | $6,527+76.1% | $8,363+37.5% | $4,027+185.5% |
| Admin fee / account holder | $3,863 | $7,719-50.0% | $11,616-66.7% | $5,403-28.5% |