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 | $39,017 | $110,094-64.6% | $151,611-74.3% | $68,494-43.0% |
| Participation rate | 85.2% | 84.0%+1.2pp | 87.5%-2.3pp | 67.9%+17.3pp |
| Annual return | -7.56% | -10.12%+2.6pp | 3.33%-10.9pp | -7.84%+0.3pp |
| Employer contribution / active EE | $4,038 | $4,471-9.7% | $6,166-34.5% | $2,596+55.5% |
| Participant deferral / active EE | $9,169 | $6,527+40.5% | $8,363+9.6% | $4,027+127.7% |
| Admin fee / account holder | $1,446 | $7,719-81.3% | $11,616-87.6% | $5,403-73.2% |