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 | $60,881 | $110,094-44.7% | $151,611-59.8% | $68,494-11.1% |
| Participation rate | 85.0% | 84.0%+1.0pp | 87.5%-2.5pp | 67.9%+17.1pp |
| Annual return | -15.61% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,919 | $4,471-57.1% | $6,166-68.9% | $2,596-26.1% |
| Participant deferral / active EE | $3,352 | $6,527-48.6% | $8,363-59.9% | $4,027-16.8% |
| Admin fee / account holder | $5,685 | $7,719-26.3% | $11,616-51.1% | $5,403+5.2% |