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 | $41,496 | $110,094-62.3% | $151,611-72.6% | $68,494-39.4% |
| Participation rate | 81.6% | 84.0%-2.3pp | 87.5%-5.9pp | 67.9%+13.7pp |
| Annual return | -13.70% | -10.12%-3.6pp | 3.33%-17.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,438 | $4,471-45.5% | $6,166-60.5% | $2,596-6.1% |
| Participant deferral / active EE | $7,065 | $6,527+8.2% | $8,363-15.5% | $4,027+75.4% |
| Admin fee / account holder | $7,996 | $7,719+3.6% | $11,616-31.2% | $5,403+48.0% |