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 | $49,539 | $110,094-55.0% | $151,611-67.3% | $68,494-27.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -13.78% | -10.12%-3.7pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,878 | $4,471-58.0% | $6,166-69.5% | $2,596-27.7% |
| Participant deferral / active EE | $7,566 | $6,527+15.9% | $8,363-9.5% | $4,027+87.9% |
| Admin fee / account holder | $3,980 | $7,719-48.4% | $11,616-65.7% | $5,403-26.3% |