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 | $134,554 | $110,094+22.2% | $151,611-11.3% | $68,494+96.4% |
| Participation rate | 78.1% | 84.0%-5.9pp | 87.5%-9.4pp | 67.9%+10.2pp |
| Annual return | -17.19% | -10.12%-7.1pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,446 | $4,471-45.3% | $6,166-60.3% | $2,596-5.8% |
| Participant deferral / active EE | $7,310 | $6,527+12.0% | $8,363-12.6% | $4,027+81.5% |
| Admin fee / account holder | $2,202 | $7,719-71.5% | $11,616-81.0% | $5,403-59.2% |