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 | $79,369 | $110,094-27.9% | $151,611-47.6% | $68,494+15.9% |
| Participation rate | 91.8% | 84.0%+7.9pp | 87.5%+4.3pp | 67.9%+23.9pp |
| Annual return | -16.54% | -10.12%-6.4pp | 3.33%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,160 | $4,471-51.7% | $6,166-65.0% | $2,596-16.8% |
| Participant deferral / active EE | $3,824 | $6,527-41.4% | $8,363-54.3% | $4,027-5.0% |
| Admin fee / account holder | $4,042 | $7,719-47.6% | $11,616-65.2% | $5,403-25.2% |