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 | $70,495 | $110,094-36.0% | $151,611-53.5% | $68,494+2.9% |
| Participation rate | 90.2% | 84.0%+6.2pp | 87.5%+2.7pp | 67.9%+22.3pp |
| Annual return | -17.01% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,385 | $4,471-46.6% | $6,166-61.3% | $2,596-8.1% |
| Participant deferral / active EE | $5,481 | $6,527-16.0% | $8,363-34.5% | $4,027+36.1% |
| Admin fee / account holder | $946 | $7,719-87.7% | $11,616-91.9% | $5,403-82.5% |