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 | $65,281 | $72,404-9.8% | $110,238-40.8% | $64,186+1.7% |
| Participation rate | 76.6% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.0pp |
| Annual return | -5.14% | -6.29%+1.2pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $733 | $2,282-67.9% | $3,826-80.9% | $2,381-69.2% |
| Participant deferral / active EE | $3,165 | $3,469-8.8% | $4,672-32.3% | $3,470-8.8% |
| Admin fee / account holder | $1,202 | $5,664-78.8% | $8,547-85.9% | $4,888-75.4% |