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 | $69,385 | $73,867-6.1% | $143,757-51.7% | $68,494+1.3% |
| Participation rate | 75.8% | 66.7%+9.2pp | 80.3%-4.5pp | 67.9%+7.9pp |
| Annual return | -16.31% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,933 | $3,184-7.9% | $4,951-40.8% | $2,596+13.0% |
| Participant deferral / active EE | $5,128 | $3,384+51.5% | $5,637-9.0% | $4,027+27.3% |
| Admin fee / account holder | $5,469 | $5,755-5.0% | $14,673-62.7% | $5,403+1.2% |