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 | $63,714 | $110,094-42.1% | $151,611-58.0% | $68,494-7.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -13.58% | -10.12%-3.5pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,532 | $4,471-21.0% | $6,166-42.7% | $2,596+36.0% |
| Participant deferral / active EE | $4,103 | $6,527-37.1% | $8,363-50.9% | $4,027+1.9% |
| Admin fee / account holder | $4,949 | $7,719-35.9% | $11,616-57.4% | $5,403-8.4% |