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 | $79,746 | $95,862-16.8% | $79,550+0.2% | $134,475-40.7% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -6.52% | -2.69%-3.8pp | 0.16%-6.7pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,065 | $3,128-66.0% | $2,413-55.9% | $4,740-77.5% |
| Participant deferral / active EE | $4,216 | $4,693-10.2% | $3,985+5.8% | $6,400-34.1% |
| Admin fee / account holder | $1,352 | $9,126-85.2% | $6,832-80.2% | $11,426-88.2% |