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 | $40,093 | $110,094-63.6% | $151,611-73.6% | $68,494-41.5% |
| Participation rate | 78.9% | 84.0%-5.1pp | 87.5%-8.6pp | 67.9%+11.0pp |
| Annual return | -16.34% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,281 | $4,471-49.0% | $6,166-63.0% | $2,596-12.1% |
| Participant deferral / active EE | $4,616 | $6,527-29.3% | $8,363-44.8% | $4,027+14.6% |
| Admin fee / account holder | $2,774 | $7,719-64.1% | $11,616-76.1% | $5,403-48.6% |