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 | $126,751 | $110,094+15.1% | $151,611-16.4% | $68,494+85.1% |
| Participation rate | 97.8% | 84.0%+13.9pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -3.45% | -10.12%+6.7pp | 3.33%-6.8pp | -7.84%+4.4pp |
| Employer contribution / active EE | $7,619 | $4,471+70.4% | $6,166+23.6% | $2,596+193.4% |
| Participant deferral / active EE | $4,677 | $6,527-28.3% | $8,363-44.1% | $4,027+16.1% |
| Admin fee / account holder | $3,662 | $7,719-52.6% | $11,616-68.5% | $5,403-32.2% |