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 | $67,888 | $110,094-38.3% | $151,611-55.2% | $68,494-0.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -15.75% | -10.12%-5.6pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,539 | $4,471-65.6% | $6,166-75.0% | $2,596-40.7% |
| Participant deferral / active EE | $3,340 | $6,527-48.8% | $8,363-60.1% | $4,027-17.1% |
| Admin fee / account holder | $589 | $7,719-92.4% | $11,616-94.9% | $5,403-89.1% |