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 | $70,220 | $110,094-36.2% | $151,611-53.7% | $68,494+2.5% |
| Participation rate | 71.0% | 84.0%-13.0pp | 87.5%-16.5pp | 67.9%+3.1pp |
| Annual return | -11.68% | -10.12%-1.6pp | 3.33%-15.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,491 | $4,471-66.6% | $6,166-75.8% | $2,596-42.6% |
| Participant deferral / active EE | $3,065 | $6,527-53.0% | $8,363-63.4% | $4,027-23.9% |
| Admin fee / account holder | $4,111 | $7,719-46.7% | $11,616-64.6% | $5,403-23.9% |