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 | $86,750 | $110,094-21.2% | $151,611-42.8% | $68,494+26.7% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | 0.41% | -10.12%+10.5pp | 3.33%-2.9pp | -7.84%+8.3pp |
| Employer contribution / active EE | $7,895 | $4,471+76.6% | $6,166+28.0% | $2,596+204.1% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,790 | $7,719-12.0% | $11,616-41.5% | $5,403+25.7% |