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 | $104,752 | $110,094-4.9% | $151,611-30.9% | $68,494+52.9% |
| Participation rate | 97.0% | 84.0%+13.0pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -16.72% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,030 | $4,471-9.9% | $6,166-34.6% | $2,596+55.2% |
| Participant deferral / active EE | $4,798 | $6,527-26.5% | $8,363-42.6% | $4,027+19.1% |
| Admin fee / account holder | $352 | $7,719-95.4% | $11,616-97.0% | $5,403-93.5% |