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 | $94,027 | $110,094-14.6% | $151,611-38.0% | $68,494+37.3% |
| Participation rate | 74.7% | 84.0%-9.3pp | 87.5%-12.8pp | 67.9%+6.8pp |
| Annual return | -17.01% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,462 | $4,471-44.9% | $6,166-60.1% | $2,596-5.2% |
| Participant deferral / active EE | $6,540 | $6,527+0.2% | $8,363-21.8% | $4,027+62.4% |
| Admin fee / account holder | $4,562 | $7,719-40.9% | $11,616-60.7% | $5,403-15.6% |