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 4-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 | $99,586 | $110,094-9.5% | $151,611-34.3% | $68,494+45.4% |
| Participation rate | 76.7% | 84.0%-7.3pp | 87.5%-10.8pp | 67.9%+8.8pp |
| Annual return | -16.61% | -10.12%-6.5pp | 3.33%-19.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,505 | $4,471+0.8% | $6,166-26.9% | $2,596+73.5% |
| Participant deferral / active EE | $6,070 | $6,527-7.0% | $8,363-27.4% | $4,027+50.7% |
| Admin fee / account holder | $6,615 | $7,719-14.3% | $11,616-43.1% | $5,403+22.4% |