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 | $121,759 | $110,094+10.6% | $151,611-19.7% | $68,494+77.8% |
| Participation rate | 97.2% | 84.0%+13.3pp | 87.5%+9.7pp | 67.9%+29.3pp |
| Annual return | -13.20% | -10.12%-3.1pp | 3.33%-16.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $4,655 | $4,471+4.1% | $6,166-24.5% | $2,596+79.3% |
| Participant deferral / active EE | $6,806 | $6,527+4.3% | $8,363-18.6% | $4,027+69.0% |
| Admin fee / account holder | $12,845 | $7,719+66.4% | $11,616+10.6% | $5,403+137.7% |