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 | $43,108 | $110,094-60.8% | $151,611-71.6% | $68,494-37.1% |
| Participation rate | 74.6% | 84.0%-9.4pp | 87.5%-12.9pp | 67.9%+6.7pp |
| Annual return | -11.44% | -10.12%-1.3pp | 3.33%-14.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,718 | $4,471-61.6% | $6,166-72.1% | $2,596-33.8% |
| Participant deferral / active EE | $3,462 | $6,527-47.0% | $8,363-58.6% | $4,027-14.0% |
| Admin fee / account holder | $12,825 | $7,719+66.2% | $11,616+10.4% | $5,403+137.4% |