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 | $60,498 | $110,094-45.0% | $151,611-60.1% | $68,494-11.7% |
| Participation rate | 81.4% | 84.0%-2.6pp | 87.5%-6.1pp | 67.9%+13.5pp |
| Annual return | -18.27% | -10.12%-8.2pp | 3.33%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,215 | $4,471-28.1% | $6,166-47.9% | $2,596+23.8% |
| Participant deferral / active EE | $7,545 | $6,527+15.6% | $8,363-9.8% | $4,027+87.4% |
| Admin fee / account holder | $1,841 | $7,719-76.2% | $11,616-84.2% | $5,403-65.9% |