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 | $97,926 | $110,094-11.1% | $151,611-35.4% | $68,494+43.0% |
| Participation rate | 79.4% | 84.0%-4.5pp | 87.5%-8.1pp | 67.9%+11.5pp |
| Annual return | -15.56% | -10.12%-5.4pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,295 | $4,471-3.9% | $6,166-30.3% | $2,596+65.4% |
| Participant deferral / active EE | $3,729 | $6,527-42.9% | $8,363-55.4% | $4,027-7.4% |
| Admin fee / account holder | $4,687 | $7,719-39.3% | $11,616-59.7% | $5,403-13.3% |