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 | $105,327 | $110,094-4.3% | $151,611-30.5% | $68,494+53.8% |
| Participation rate | 83.1% | 84.0%-0.8pp | 87.5%-4.4pp | 67.9%+15.2pp |
| Annual return | -15.44% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,268 | $4,471-49.3% | $6,166-63.2% | $2,596-12.6% |
| Participant deferral / active EE | $5,448 | $6,527-16.5% | $8,363-34.9% | $4,027+35.3% |
| Admin fee / account holder | $6,568 | $7,719-14.9% | $11,616-43.5% | $5,403+21.6% |