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 | $122,811 | $110,094+11.6% | $151,611-19.0% | $68,494+79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.44% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,485 | $4,471+67.4% | $6,166+21.4% | $2,596+188.3% |
| Participant deferral / active EE | $7,374 | $6,527+13.0% | $8,363-11.8% | $4,027+83.1% |
| Admin fee / account holder | $3,406 | $7,719-55.9% | $11,616-70.7% | $5,403-37.0% |