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 | $102,111 | $110,094-7.3% | $151,611-32.6% | $68,494+49.1% |
| Participation rate | 82.8% | 84.0%-1.2pp | 87.5%-4.7pp | 67.9%+14.9pp |
| Annual return | -10.31% | -10.12%-0.2pp | 3.33%-13.6pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,323 | $4,471-48.0% | $6,166-62.3% | $2,596-10.5% |
| Participant deferral / active EE | $4,329 | $6,527-33.7% | $8,363-48.2% | $4,027+7.5% |
| Admin fee / account holder | $2,378 | $7,719-69.2% | $11,616-79.5% | $5,403-56.0% |