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 | $58,381 | $57,354+1.8% | $83,848-30.4% | $64,186-9.0% |
| Participation rate | 71.0% | 68.6%+2.4pp | 76.1%-5.2pp | 69.6%+1.4pp |
| Annual return | -6.53% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,192 | $2,545-53.2% | $3,631-67.2% | $2,381-50.0% |
| Participant deferral / active EE | $3,155 | $2,993+5.4% | $4,082-22.7% | $3,470-9.1% |
| Admin fee / account holder | $3,101 | $4,046-23.3% | $5,478-43.4% | $4,888-36.6% |