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 | $92,756 | $110,094-15.7% | $151,611-38.8% | $68,494+35.4% |
| Participation rate | 74.2% | 84.0%-9.8pp | 87.5%-13.3pp | 67.9%+6.3pp |
| Annual return | -17.46% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,510 | $4,471-66.2% | $6,166-75.5% | $2,596-41.8% |
| Participant deferral / active EE | $6,271 | $6,527-3.9% | $8,363-25.0% | $4,027+55.7% |
| Admin fee / account holder | $11,875 | $7,719+53.9% | $11,616+2.2% | $5,403+119.8% |