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 | $92,513 | $110,094-16.0% | $151,611-39.0% | $68,494+35.1% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -6.27% | -10.12%+3.8pp | 3.33%-9.6pp | -7.84%+1.6pp |
| Employer contribution / active EE | $4,115 | $4,471-8.0% | $6,166-33.3% | $2,596+58.5% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,023 | $7,719-47.9% | $11,616-65.4% | $5,403-25.5% |