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 | $79,735 | $110,094-27.6% | $151,611-47.4% | $68,494+16.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 87.5%-16.1pp | 67.9%+3.5pp |
| Annual return | -16.12% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,050 | $4,471-54.2% | $6,166-66.8% | $2,596-21.1% |
| Participant deferral / active EE | $4,810 | $6,527-26.3% | $8,363-42.5% | $4,027+19.4% |
| Admin fee / account holder | $4,272 | $7,719-44.6% | $11,616-63.2% | $5,403-20.9% |