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 | $75,828 | $110,094-31.1% | $151,611-50.0% | $68,494+10.7% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -18.40% | -10.12%-8.3pp | 3.33%-21.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,275 | $4,471-49.1% | $6,166-63.1% | $2,596-12.4% |
| Participant deferral / active EE | $5,540 | $6,527-15.1% | $8,363-33.8% | $4,027+37.6% |
| Admin fee / account holder | $15,196 | $7,719+96.9% | $11,616+30.8% | $5,403+181.3% |