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 | $70,954 | $110,094-35.6% | $151,611-53.2% | $68,494+3.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -14.92% | -10.12%-4.8pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,188 | $4,471-51.1% | $6,166-64.5% | $2,596-15.7% |
| Participant deferral / active EE | $3,888 | $6,527-40.4% | $8,363-53.5% | $4,027-3.5% |
| Admin fee / account holder | $3,921 | $7,719-49.2% | $11,616-66.2% | $5,403-27.4% |