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 | $75,958 | $110,094-31.0% | $151,611-49.9% | $68,494+10.9% |
| Participation rate | 93.9% | 84.0%+9.9pp | 87.5%+6.4pp | 67.9%+26.0pp |
| Annual return | -18.32% | -10.12%-8.2pp | 3.33%-21.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,951 | $4,471-11.6% | $6,166-35.9% | $2,596+52.2% |
| Participant deferral / active EE | $4,056 | $6,527-37.9% | $8,363-51.5% | $4,027+0.7% |
| Admin fee / account holder | $1,884 | $7,719-75.6% | $11,616-83.8% | $5,403-65.1% |