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 | $102,780 | $110,094-6.6% | $151,611-32.2% | $68,494+50.1% |
| Participation rate | 81.7% | 84.0%-2.3pp | 87.5%-5.8pp | 67.9%+13.8pp |
| Annual return | -16.69% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,372 | $6,527-17.7% | $8,363-35.8% | $4,027+33.4% |
| Admin fee / account holder | $6,279 | $7,719-18.6% | $11,616-45.9% | $5,403+16.2% |