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 | $127,257 | $110,094+15.6% | $151,611-16.1% | $68,494+85.8% |
| Participation rate | 79.5% | 84.0%-4.5pp | 87.5%-8.0pp | 67.9%+11.6pp |
| Annual return | -16.68% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,669 | $4,471-17.9% | $6,166-40.5% | $2,596+41.3% |
| Participant deferral / active EE | $6,004 | $6,527-8.0% | $8,363-28.2% | $4,027+49.1% |
| Admin fee / account holder | $1,038 | $7,719-86.6% | $11,616-91.1% | $5,403-80.8% |