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 | $82,776 | $110,094-24.8% | $151,611-45.4% | $68,494+20.9% |
| Participation rate | 87.2% | 84.0%+3.3pp | 87.5%-0.3pp | 67.9%+19.3pp |
| Annual return | -14.61% | -10.12%-4.5pp | 3.33%-17.9pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,616 | $4,471-63.8% | $6,166-73.8% | $2,596-37.7% |
| Participant deferral / active EE | $3,540 | $6,527-45.8% | $8,363-57.7% | $4,027-12.1% |
| Admin fee / account holder | $1,352 | $7,719-82.5% | $11,616-88.4% | $5,403-75.0% |