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 | $136,052 | $110,094+23.6% | $151,611-10.3% | $68,494+98.6% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -7.54% | -10.12%+2.6pp | 3.33%-10.9pp | -7.84%+0.3pp |
| Employer contribution / active EE | $2,969 | $4,471-33.6% | $6,166-51.8% | $2,596+14.4% |
| Participant deferral / active EE | $11,859 | $6,527+81.7% | $8,363+41.8% | $4,027+194.5% |
| Admin fee / account holder | $18,336 | $7,719+137.6% | $11,616+57.9% | $5,403+239.4% |