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 | $60,766 | $110,094-44.8% | $151,611-59.9% | $68,494-11.3% |
| Participation rate | 89.2% | 84.0%+5.2pp | 87.5%+1.7pp | 67.9%+21.3pp |
| Annual return | -17.83% | -10.12%-7.7pp | 3.33%-21.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,219 | $4,471-5.6% | $6,166-31.6% | $2,596+62.5% |
| Participant deferral / active EE | $6,647 | $6,527+1.8% | $8,363-20.5% | $4,027+65.1% |
| Admin fee / account holder | $11,040 | $7,719+43.0% | $11,616-5.0% | $5,403+104.3% |