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 | $121,379 | $110,094+10.2% | $151,611-19.9% | $68,494+77.2% |
| Participation rate | 80.8% | 84.0%-3.1pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -14.92% | -10.12%-4.8pp | 3.33%-18.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,442 | $4,471-67.7% | $6,166-76.6% | $2,596-44.4% |
| Participant deferral / active EE | $4,177 | $6,527-36.0% | $8,363-50.1% | $4,027+3.7% |
| Admin fee / account holder | $7,952 | $7,719+3.0% | $11,616-31.5% | $5,403+47.2% |