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 | $91,371 | $110,094-17.0% | $151,611-39.7% | $68,494+33.4% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -10.88% | -10.12%-0.8pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,870 | $4,471-35.8% | $6,166-53.4% | $2,596+10.6% |
| Participant deferral / active EE | $5,535 | $6,527-15.2% | $8,363-33.8% | $4,027+37.4% |
| Admin fee / account holder | $3,569 | $7,719-53.8% | $11,616-69.3% | $5,403-33.9% |