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 | $111,136 | $110,094+0.9% | $151,611-26.7% | $68,494+62.3% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -16.50% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,360 | $4,471-24.8% | $6,166-45.5% | $2,596+29.4% |
| Participant deferral / active EE | $3,757 | $6,527-42.4% | $8,363-55.1% | $4,027-6.7% |
| Admin fee / account holder | $13,006 | $7,719+68.5% | $11,616+12.0% | $5,403+140.7% |