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 8-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 | $94,015 | $110,094-14.6% | $151,611-38.0% | $68,494+37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -8.68% | -10.12%+1.4pp | 3.33%-12.0pp | -7.84%-0.8pp |
| Employer contribution / active EE | $4,783 | $4,471+7.0% | $6,166-22.4% | $2,596+84.2% |
| Participant deferral / active EE | $9,310 | $6,527+42.6% | $8,363+11.3% | $4,027+131.2% |
| Admin fee / account holder | $5,610 | $7,719-27.3% | $11,616-51.7% | $5,403+3.8% |