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 | $77,474 | $110,094-29.6% | $151,611-48.9% | $68,494+13.1% |
| Participation rate | 92.2% | 84.0%+8.2pp | 87.5%+4.7pp | 67.9%+24.3pp |
| Annual return | -17.53% | -10.12%-7.4pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,627 | $4,471+3.5% | $6,166-25.0% | $2,596+78.2% |
| Participant deferral / active EE | $3,221 | $6,527-50.7% | $8,363-61.5% | $4,027-20.0% |
| Admin fee / account holder | $10,632 | $7,719+37.7% | $11,616-8.5% | $5,403+96.8% |