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 | $78,714 | $110,094-28.5% | $151,611-48.1% | $68,494+14.9% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -17.37% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,749 | $4,471-60.9% | $6,166-71.6% | $2,596-32.6% |
| Participant deferral / active EE | $5,215 | $6,527-20.1% | $8,363-37.6% | $4,027+29.5% |
| Admin fee / account holder | $2,040 | $7,719-73.6% | $11,616-82.4% | $5,403-62.2% |