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 | $110,589 | $110,094+0.4% | $151,611-27.1% | $68,494+61.5% |
| Participation rate | 96.5% | 84.0%+12.5pp | 87.5%+9.0pp | 67.9%+28.6pp |
| Annual return | -14.79% | -10.12%-4.7pp | 3.33%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,639 | $4,471-63.3% | $6,166-73.4% | $2,596-36.9% |
| Participant deferral / active EE | $6,545 | $6,527+0.3% | $8,363-21.7% | $4,027+62.5% |
| Admin fee / account holder | $410 | $7,719-94.7% | $11,616-96.5% | $5,403-92.4% |