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 | $93,150 | $110,094-15.4% | $151,611-38.6% | $68,494+36.0% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -17.44% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,919 | $4,471-34.7% | $6,166-52.7% | $2,596+12.4% |
| Participant deferral / active EE | $6,648 | $6,527+1.9% | $8,363-20.5% | $4,027+65.1% |
| Admin fee / account holder | $1,546 | $7,719-80.0% | $11,616-86.7% | $5,403-71.4% |