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 | $128,212 | $110,094+16.5% | $151,611-15.4% | $68,494+87.2% |
| Participation rate | 90.7% | 84.0%+6.7pp | 87.5%+3.2pp | 67.9%+22.8pp |
| Annual return | -16.30% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,028 | $4,471-32.3% | $6,166-50.9% | $2,596+16.6% |
| Participant deferral / active EE | $7,191 | $6,527+10.2% | $8,363-14.0% | $4,027+78.6% |
| Admin fee / account holder | $4,147 | $7,719-46.3% | $11,616-64.3% | $5,403-23.2% |