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 | $76,371 | $110,094-30.6% | $151,611-49.6% | $68,494+11.5% |
| Participation rate | 93.4% | 84.0%+9.5pp | 87.5%+5.9pp | 67.9%+25.6pp |
| Annual return | -7.38% | -10.12%+2.7pp | 3.33%-10.7pp | -7.84%+0.5pp |
| Employer contribution / active EE | $5,769 | $4,471+29.0% | $6,166-6.4% | $2,596+122.2% |
| Participant deferral / active EE | $10,168 | $6,527+55.8% | $8,363+21.6% | $4,027+152.5% |
| Admin fee / account holder | $50,614 | $7,719+555.7% | $11,616+335.7% | $5,403+836.8% |