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 | $70,584 | $72,404-2.5% | $110,238-36.0% | $64,186+10.0% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | -3.48% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,093 | $3,469+46.8% | $4,672+9.0% | $3,470+46.8% |
| Admin fee / account holder | $7,069 | $5,664+24.8% | $8,547-17.3% | $4,888+44.6% |