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 6-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 | $69,236 | $110,094-37.1% | $151,611-54.3% | $68,494+1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.30% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,815 | $4,471+7.7% | $6,166-21.9% | $2,596+85.4% |
| Participant deferral / active EE | $4,724 | $6,527-27.6% | $8,363-43.5% | $4,027+17.3% |
| Admin fee / account holder | $6,076 | $7,719-21.3% | $11,616-47.7% | $5,403+12.5% |