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 | $95,916 | $110,094-12.9% | $151,611-36.7% | $68,494+40.0% |
| Participation rate | 95.1% | 84.0%+11.2pp | 87.5%+7.6pp | 67.9%+27.2pp |
| Annual return | 6.46% | -10.12%+16.6pp | 3.33%+3.1pp | -7.84%+14.3pp |
| Employer contribution / active EE | $5,345 | $4,471+19.6% | $6,166-13.3% | $2,596+105.9% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,293 | $7,719-31.4% | $11,616-54.4% | $5,403-2.0% |