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 | $143,262 | $110,094+30.1% | $151,611-5.5% | $68,494+109.2% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | -15.52% | -10.12%-5.4pp | 3.33%-18.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,891 | $4,471-35.3% | $6,166-53.1% | $2,596+11.4% |
| Participant deferral / active EE | $6,584 | $6,527+0.9% | $8,363-21.3% | $4,027+63.5% |
| Admin fee / account holder | $9,728 | $7,719+26.0% | $11,616-16.3% | $5,403+80.1% |