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 | $116,876 | $110,094+6.2% | $151,611-22.9% | $68,494+70.6% |
| Participation rate | 76.7% | 84.0%-7.2pp | 87.5%-10.8pp | 67.9%+8.9pp |
| Annual return | -4.25% | -10.12%+5.9pp | 3.33%-7.6pp | -7.84%+3.6pp |
| Employer contribution / active EE | $2,226 | $4,471-50.2% | $6,166-63.9% | $2,596-14.3% |
| Participant deferral / active EE | $4,776 | $6,527-26.8% | $8,363-42.9% | $4,027+18.6% |
| Admin fee / account holder | $637 | $7,719-91.7% | $11,616-94.5% | $5,403-88.2% |