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 | $82,209 | $110,094-25.3% | $151,611-45.8% | $68,494+20.0% |
| Participation rate | 81.0% | 84.0%-2.9pp | 87.5%-6.5pp | 67.9%+13.1pp |
| Annual return | -13.48% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,344 | $4,471-25.2% | $6,166-45.8% | $2,596+28.8% |
| Participant deferral / active EE | $3,976 | $6,527-39.1% | $8,363-52.5% | $4,027-1.3% |
| Admin fee / account holder | $24,277 | $7,719+214.5% | $11,616+109.0% | $5,403+349.4% |