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 | $57,528 | $110,094-47.7% | $151,611-62.1% | $68,494-16.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 87.5%-16.1pp | 67.9%+3.5pp |
| Annual return | -17.97% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,361 | $4,471-47.2% | $6,166-61.7% | $2,596-9.1% |
| Participant deferral / active EE | $3,229 | $6,527-50.5% | $8,363-61.4% | $4,027-19.8% |
| Admin fee / account holder | $4,119 | $7,719-46.6% | $11,616-64.5% | $5,403-23.8% |