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 | $64,614 | $110,094-41.3% | $151,611-57.4% | $68,494-5.7% |
| Participation rate | 76.7% | 84.0%-7.3pp | 87.5%-10.8pp | 67.9%+8.8pp |
| Annual return | -14.86% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,109 | $4,471-30.4% | $6,166-49.6% | $2,596+19.8% |
| Participant deferral / active EE | $4,238 | $6,527-35.1% | $8,363-49.3% | $4,027+5.2% |
| Admin fee / account holder | $9,989 | $7,719+29.4% | $11,616-14.0% | $5,403+84.9% |