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 | $75,600 | $110,094-31.3% | $151,611-50.1% | $68,494+10.4% |
| Participation rate | 77.1% | 84.0%-6.9pp | 87.5%-10.4pp | 67.9%+9.2pp |
| Annual return | -13.88% | -10.12%-3.8pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,909 | $4,471-57.3% | $6,166-69.0% | $2,596-26.5% |
| Participant deferral / active EE | $5,324 | $6,527-18.4% | $8,363-36.3% | $4,027+32.2% |
| Admin fee / account holder | $8,107 | $7,719+5.0% | $11,616-30.2% | $5,403+50.1% |