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 | $114,784 | $110,094+4.3% | $151,611-24.3% | $68,494+67.6% |
| Participation rate | 98.5% | 84.0%+14.6pp | 87.5%+11.0pp | 67.9%+30.6pp |
| Annual return | -15.65% | -10.12%-5.5pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,941 | $4,471+10.5% | $6,166-19.9% | $2,596+90.3% |
| Participant deferral / active EE | $6,792 | $6,527+4.1% | $8,363-18.8% | $4,027+68.7% |
| Admin fee / account holder | $5,451 | $7,719-29.4% | $11,616-53.1% | $5,403+0.9% |