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 | $74,395 | $110,094-32.4% | $151,611-50.9% | $68,494+8.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 87.5%+3.8pp | 67.9%+23.4pp |
| Annual return | -15.83% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,975 | $4,471-11.1% | $6,166-35.5% | $2,596+53.1% |
| Participant deferral / active EE | $5,047 | $6,527-22.7% | $8,363-39.7% | $4,027+25.3% |
| Admin fee / account holder | $4,860 | $7,719-37.0% | $11,616-58.2% | $5,403-10.1% |