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 | $54,185 | $110,094-50.8% | $151,611-64.3% | $68,494-20.9% |
| Participation rate | 92.7% | 84.0%+8.7pp | 87.5%+5.2pp | 67.9%+24.8pp |
| Annual return | -16.58% | -10.12%-6.5pp | 3.33%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,928 | $4,471-34.5% | $6,166-52.5% | $2,596+12.8% |
| Participant deferral / active EE | $4,160 | $6,527-36.3% | $8,363-50.3% | $4,027+3.3% |
| Admin fee / account holder | $5,892 | $7,719-23.7% | $11,616-49.3% | $5,403+9.1% |