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 | $65,909 | $110,094-40.1% | $151,611-56.5% | $68,494-3.8% |
| Participation rate | 70.7% | 84.0%-13.2pp | 87.5%-16.8pp | 67.9%+2.8pp |
| Annual return | -12.24% | -10.12%-2.1pp | 3.33%-15.6pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,237 | $4,471-50.0% | $6,166-63.7% | $2,596-13.8% |
| Participant deferral / active EE | $5,772 | $6,527-11.6% | $8,363-31.0% | $4,027+43.3% |
| Admin fee / account holder | $750 | $7,719-90.3% | $11,616-93.5% | $5,403-86.1% |