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 | $75,205 | $110,094-31.7% | $151,611-50.4% | $68,494+9.8% |
| Participation rate | 85.5% | 84.0%+1.5pp | 87.5%-2.0pp | 67.9%+17.6pp |
| Annual return | -14.41% | -10.12%-4.3pp | 3.33%-17.7pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,622 | $4,471-41.4% | $6,166-57.5% | $2,596+1.0% |
| Participant deferral / active EE | $5,722 | $6,527-12.3% | $8,363-31.6% | $4,027+42.1% |
| Admin fee / account holder | $21,272 | $7,719+175.6% | $11,616+83.1% | $5,403+293.7% |