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 | $108,395 | $110,094-1.5% | $151,611-28.5% | $68,494+58.3% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -9.62% | -10.12%+0.5pp | 3.33%-12.9pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,507 | $4,471-66.3% | $6,166-75.6% | $2,596-41.9% |
| Participant deferral / active EE | $5,526 | $6,527-15.3% | $8,363-33.9% | $4,027+37.2% |
| Admin fee / account holder | $1,025 | $7,719-86.7% | $11,616-91.2% | $5,403-81.0% |