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 | $73,214 | $110,094-33.5% | $151,611-51.7% | $68,494+6.9% |
| Participation rate | 76.2% | 84.0%-7.8pp | 87.5%-11.3pp | 67.9%+8.3pp |
| Annual return | -16.03% | -10.12%-5.9pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,491 | $4,471-66.6% | $6,166-75.8% | $2,596-42.6% |
| Participant deferral / active EE | $4,462 | $6,527-31.6% | $8,363-46.6% | $4,027+10.8% |
| Admin fee / account holder | $12,656 | $7,719+64.0% | $11,616+9.0% | $5,403+134.2% |