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 | $126,077 | $110,094+14.5% | $151,611-16.8% | $68,494+84.1% |
| Participation rate | 93.9% | 84.0%+10.0pp | 87.5%+6.4pp | 67.9%+26.1pp |
| Annual return | -13.69% | -10.12%-3.6pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $7,606 | $4,471+70.1% | $6,166+23.4% | $2,596+193.0% |
| Participant deferral / active EE | $7,225 | $6,527+10.7% | $8,363-13.6% | $4,027+79.4% |
| Admin fee / account holder | $2,332 | $7,719-69.8% | $11,616-79.9% | $5,403-56.8% |