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 | $130,587 | $110,094+18.6% | $151,611-13.9% | $68,494+90.7% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -8.07% | -10.12%+2.0pp | 3.33%-11.4pp | -7.84%-0.2pp |
| Employer contribution / active EE | $4,742 | $4,471+6.1% | $6,166-23.1% | $2,596+82.6% |
| Participant deferral / active EE | $3,306 | $6,527-49.4% | $8,363-60.5% | $4,027-17.9% |
| Admin fee / account holder | $7,670 | $7,719-0.6% | $11,616-34.0% | $5,403+42.0% |