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 | $76,983 | $110,094-30.1% | $151,611-49.2% | $68,494+12.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -9.00% | -10.12%+1.1pp | 3.33%-12.3pp | -7.84%-1.2pp |
| Employer contribution / active EE | $2,736 | $4,471-38.8% | $6,166-55.6% | $2,596+5.4% |
| Participant deferral / active EE | $4,525 | $6,527-30.7% | $8,363-45.9% | $4,027+12.4% |
| Admin fee / account holder | $9,732 | $7,719+26.1% | $11,616-16.2% | $5,403+80.1% |