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 | $49,570 | $110,094-55.0% | $151,611-67.3% | $68,494-27.6% |
| Participation rate | 89.3% | 84.0%+5.3pp | 87.5%+1.8pp | 67.9%+21.4pp |
| Annual return | -14.96% | -10.12%-4.8pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,517 | $4,471-66.1% | $6,166-75.4% | $2,596-41.6% |
| Participant deferral / active EE | $4,872 | $6,527-25.4% | $8,363-41.7% | $4,027+21.0% |
| Admin fee / account holder | $5,336 | $7,719-30.9% | $11,616-54.1% | $5,403-1.2% |