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 | $33,444 | $59,805-44.1% | $79,550-58.0% | $68,494-51.2% |
| Participation rate | 78.8% | 61.1%+17.7pp | 69.5%+9.3pp | 67.9%+10.9pp |
| Annual return | -17.12% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,644 | $1,505+9.2% | $2,413-31.9% | $2,596-36.7% |
| Participant deferral / active EE | $5,906 | $3,024+95.3% | $3,985+48.2% | $4,027+46.7% |
| Admin fee / account holder | $5,654 | $4,835+16.9% | $6,832-17.2% | $5,403+4.7% |