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 | $69,916 | $73,004-4.2% | $90,749-23.0% | $68,494+2.1% |
| Participation rate | 89.5% | 70.8%+18.6pp | 75.7%+13.8pp | 67.9%+21.6pp |
| Annual return | -17.36% | -13.81%-3.5pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,624 | $2,193-25.9% | $2,921-44.4% | $2,596-37.4% |
| Participant deferral / active EE | $3,140 | $3,627-13.4% | $4,564-31.2% | $4,027-22.0% |
| Admin fee / account holder | $1,464 | $5,896-75.2% | $8,445-82.7% | $5,403-72.9% |