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 | $116,023 | $110,094+5.4% | $151,611-23.5% | $68,494+69.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -13.39% | -10.12%-3.3pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,788 | $4,471-37.6% | $6,166-54.8% | $2,596+7.4% |
| Participant deferral / active EE | $4,371 | $6,527-33.0% | $8,363-47.7% | $4,027+8.5% |
| Admin fee / account holder | $6,010 | $7,719-22.1% | $11,616-48.3% | $5,403+11.2% |