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 | $28,642 | $53,162-46.1% | $91,220-68.6% | $68,494-58.2% |
| Participation rate | 76.5% | 63.2%+13.3pp | 73.2%+3.3pp | 67.9%+8.6pp |
| Annual return | -7.52% | -3.14%-4.4pp | 114.01%-121.5pp | -7.84%+0.3pp |
| Employer contribution / active EE | $1,904 | $1,709+11.4% | $2,850-33.2% | $2,596-26.6% |
| Participant deferral / active EE | $3,781 | $2,974+27.2% | $4,234-10.7% | $4,027-6.1% |
| Admin fee / account holder | $3,019 | $4,493-32.8% | $5,420-44.3% | $5,403-44.1% |