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 | $62,681 | $110,094-43.1% | $151,611-58.7% | $68,494-8.5% |
| Participation rate | 74.2% | 84.0%-9.8pp | 87.5%-13.3pp | 67.9%+6.3pp |
| Annual return | -6.93% | -10.12%+3.2pp | 3.33%-10.3pp | -7.84%+0.9pp |
| Employer contribution / active EE | $1,935 | $4,471-56.7% | $6,166-68.6% | $2,596-25.5% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,632 | $7,719-52.9% | $11,616-68.7% | $5,403-32.8% |