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 | $66,843 | $110,094-39.3% | $151,611-55.9% | $68,494-2.4% |
| Participation rate | 82.4% | 84.0%-1.6pp | 87.5%-5.1pp | 67.9%+14.5pp |
| Annual return | -12.39% | -10.12%-2.3pp | 3.33%-15.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,156 | $4,471-29.4% | $6,166-48.8% | $2,596+21.6% |
| Participant deferral / active EE | $4,551 | $6,527-30.3% | $8,363-45.6% | $4,027+13.0% |
| Admin fee / account holder | $23,828 | $7,719+208.7% | $11,616+105.1% | $5,403+341.0% |