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 | $118,118 | $110,094+7.3% | $151,611-22.1% | $68,494+72.4% |
| Participation rate | 75.8% | 84.0%-8.2pp | 87.5%-11.7pp | 67.9%+7.9pp |
| Annual return | -15.93% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,606 | $4,471-64.1% | $6,166-74.0% | $2,596-38.1% |
| Participant deferral / active EE | $4,788 | $6,527-26.6% | $8,363-42.7% | $4,027+18.9% |
| Admin fee / account holder | $1,363 | $7,719-82.3% | $11,616-88.3% | $5,403-74.8% |