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 | $62,841 | $110,094-42.9% | $151,611-58.6% | $68,494-8.3% |
| Participation rate | 82.1% | 84.0%-1.8pp | 87.5%-5.4pp | 67.9%+14.3pp |
| Annual return | -16.38% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,129 | $4,471-30.0% | $6,166-49.3% | $2,596+20.5% |
| Participant deferral / active EE | $4,956 | $6,527-24.1% | $8,363-40.7% | $4,027+23.1% |
| Admin fee / account holder | $1,717 | $7,719-77.8% | $11,616-85.2% | $5,403-68.2% |