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 | $133,794 | $110,094+21.5% | $151,611-11.8% | $68,494+95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.38% | -10.12%-8.3pp | 3.33%-21.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,533 | $4,471-43.3% | $6,166-58.9% | $2,596-2.4% |
| Participant deferral / active EE | $5,138 | $6,527-21.3% | $8,363-38.6% | $4,027+27.6% |
| Admin fee / account holder | $6,359 | $7,719-17.6% | $11,616-45.3% | $5,403+17.7% |