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 7-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 | $106,922 | $110,094-2.9% | $151,611-29.5% | $68,494+56.1% |
| Participation rate | 86.2% | 84.0%+2.2pp | 87.5%-1.3pp | 67.9%+18.3pp |
| Annual return | -6.92% | -10.12%+3.2pp | 3.33%-10.2pp | -7.84%+0.9pp |
| Employer contribution / active EE | $4,679 | $4,471+4.7% | $6,166-24.1% | $2,596+80.2% |
| Participant deferral / active EE | $10,012 | $6,527+53.4% | $8,363+19.7% | $4,027+148.6% |
| Admin fee / account holder | $556 | $7,719-92.8% | $11,616-95.2% | $5,403-89.7% |