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 | $129,509 | $110,094+17.6% | $151,611-14.6% | $68,494+89.1% |
| Participation rate | 97.2% | 84.0%+13.3pp | 87.5%+9.7pp | 67.9%+29.3pp |
| Annual return | -16.99% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,924 | $4,471-34.6% | $6,166-52.6% | $2,596+12.6% |
| Participant deferral / active EE | $4,253 | $6,527-34.8% | $8,363-49.2% | $4,027+5.6% |
| Admin fee / account holder | $1,912 | $7,719-75.2% | $11,616-83.5% | $5,403-64.6% |