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 | $71,423 | $76,912-7.1% | $129,110-44.7% | $68,494+4.3% |
| Participation rate | 71.4% | 69.1%+2.3pp | 77.3%-5.8pp | 67.9%+3.5pp |
| Annual return | -10.03% | -9.78%-0.3pp | -10.94%+0.9pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,810 | $3,243-44.2% | $5,052-64.2% | $2,596-30.3% |
| Participant deferral / active EE | $4,659 | $4,732-1.5% | $6,542-28.8% | $4,027+15.7% |
| Admin fee / account holder | $6,821 | $6,638+2.8% | $14,302-52.3% | $5,403+26.2% |