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 | $65,881 | $81,900-19.6% | $119,609-44.9% | $68,494-3.8% |
| Participation rate | 70.5% | 71.9%-1.4pp | 79.3%-8.8pp | 67.9%+2.6pp |
| Annual return | -17.08% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,030 | $2,693+12.5% | $4,232-28.4% | $2,596+16.7% |
| Participant deferral / active EE | $7,123 | $4,148+71.7% | $5,602+27.2% | $4,027+76.9% |
| Admin fee / account holder | $4,223 | $6,582-35.8% | $10,323-59.1% | $5,403-21.8% |