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 | $99,433 | $110,094-9.7% | $151,611-34.4% | $68,494+45.2% |
| Participation rate | 85.3% | 84.0%+1.3pp | 87.5%-2.2pp | 67.9%+17.4pp |
| Annual return | -14.71% | -10.12%-4.6pp | 3.33%-18.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,293 | $4,471-4.0% | $6,166-30.4% | $2,596+65.4% |
| Participant deferral / active EE | $8,435 | $6,527+29.2% | $8,363+0.8% | $4,027+109.4% |
| Admin fee / account holder | $2,252 | $7,719-70.8% | $11,616-80.6% | $5,403-58.3% |