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 | $80,357 | $110,094-27.0% | $151,611-47.0% | $68,494+17.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.33% | -10.12%-3.2pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,420 | $4,471-45.9% | $6,166-60.7% | $2,596-6.8% |
| Participant deferral / active EE | $3,116 | $6,527-52.3% | $8,363-62.7% | $4,027-22.6% |
| Admin fee / account holder | $545 | $7,719-92.9% | $11,616-95.3% | $5,403-89.9% |