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 | $67,261 | $110,094-38.9% | $151,611-55.6% | $68,494-1.8% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -14.81% | -10.12%-4.7pp | 3.33%-18.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,237 | $4,471-50.0% | $6,166-63.7% | $2,596-13.8% |
| Participant deferral / active EE | $4,837 | $6,527-25.9% | $8,363-42.2% | $4,027+20.1% |
| Admin fee / account holder | $9,528 | $7,719+23.4% | $11,616-18.0% | $5,403+76.3% |