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 | $106,116 | $110,094-3.6% | $151,611-30.0% | $68,494+54.9% |
| Participation rate | 92.8% | 84.0%+8.8pp | 87.5%+5.3pp | 67.9%+24.9pp |
| Annual return | -14.79% | -10.12%-4.7pp | 3.33%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,032 | $4,471-9.8% | $6,166-34.6% | $2,596+55.3% |
| Participant deferral / active EE | $4,205 | $6,527-35.6% | $8,363-49.7% | $4,027+4.4% |
| Admin fee / account holder | $5,008 | $7,719-35.1% | $11,616-56.9% | $5,403-7.3% |