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 5-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 | $100,204 | $110,094-9.0% | $151,611-33.9% | $68,494+46.3% |
| Participation rate | 85.5% | 84.0%+1.6pp | 87.5%-2.0pp | 67.9%+17.6pp |
| Annual return | -17.67% | -10.12%-7.6pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,131 | $4,471-7.6% | $6,166-33.0% | $2,596+59.1% |
| Participant deferral / active EE | $7,499 | $6,527+14.9% | $8,363-10.3% | $4,027+86.2% |
| Admin fee / account holder | $7,200 | $7,719-6.7% | $11,616-38.0% | $5,403+33.3% |