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 | $103,266 | $73,004+41.5% | $90,749+13.8% | $68,494+50.8% |
| Participation rate | 98.4% | 70.8%+27.5pp | 75.7%+22.7pp | 67.9%+30.5pp |
| Annual return | -13.61% | -13.81%+0.2pp | -12.16%-1.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,152 | $2,193-1.9% | $2,921-26.3% | $2,596-17.1% |
| Participant deferral / active EE | $1,975 | $3,627-45.5% | $4,564-56.7% | $4,027-51.0% |
| Admin fee / account holder | $6,349 | $5,896+7.7% | $8,445-24.8% | $5,403+17.5% |