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 | $146,252 | $110,094+32.8% | $151,611-3.5% | $68,494+113.5% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -3.14% | -10.12%+7.0pp | 3.33%-6.5pp | -7.84%+4.7pp |
| Employer contribution / active EE | $11,515 | $4,471+157.6% | $6,166+86.8% | $2,596+343.5% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,581 | $7,719+24.1% | $11,616-17.5% | $5,403+77.3% |