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 | $101,905 | $110,094-7.4% | $151,611-32.8% | $68,494+48.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -13.52% | -10.12%-3.4pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,040 | $4,471-54.4% | $6,166-66.9% | $2,596-21.4% |
| Participant deferral / active EE | $6,474 | $6,527-0.8% | $8,363-22.6% | $4,027+60.8% |
| Admin fee / account holder | $8,873 | $7,719+15.0% | $11,616-23.6% | $5,403+64.2% |