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 | $37,454 | $110,094-66.0% | $151,611-75.3% | $68,494-45.3% |
| Participation rate | 91.9% | 84.0%+7.9pp | 87.5%+4.4pp | 67.9%+24.0pp |
| Annual return | -15.89% | -10.12%-5.8pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,650 | $4,471-40.7% | $6,166-57.0% | $2,596+2.1% |
| Participant deferral / active EE | $7,197 | $6,527+10.3% | $8,363-13.9% | $4,027+78.7% |
| Admin fee / account holder | $5,133 | $7,719-33.5% | $11,616-55.8% | $5,403-5.0% |