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 | $76,961 | $110,094-30.1% | $151,611-49.2% | $68,494+12.4% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -6.71% | -10.12%+3.4pp | 3.33%-10.0pp | -7.84%+1.1pp |
| Employer contribution / active EE | $4,418 | $4,471-1.2% | $6,166-28.4% | $2,596+70.2% |
| Participant deferral / active EE | $3,857 | $6,527-40.9% | $8,363-53.9% | $4,027-4.2% |
| Admin fee / account holder | $830 | $7,719-89.2% | $11,616-92.9% | $5,403-84.6% |