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 | $103,327 | $110,094-6.1% | $151,611-31.8% | $68,494+50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.40% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $6,316 | $4,471+41.3% | $6,166+2.4% | $2,596+143.3% |
| Participant deferral / active EE | $6,867 | $6,527+5.2% | $8,363-17.9% | $4,027+70.5% |
| Admin fee / account holder | $2,019 | $7,719-73.8% | $11,616-82.6% | $5,403-62.6% |