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 | $146,306 | $110,094+32.9% | $151,611-3.5% | $68,494+113.6% |
| Participation rate | 77.5% | 84.0%-6.5pp | 87.5%-10.0pp | 67.9%+9.6pp |
| Annual return | -14.27% | -10.12%-4.2pp | 3.33%-17.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,260 | $4,471-49.4% | $6,166-63.3% | $2,596-13.0% |
| Participant deferral / active EE | $6,127 | $6,527-6.1% | $8,363-26.7% | $4,027+52.1% |
| Admin fee / account holder | $9,621 | $7,719+24.6% | $11,616-17.2% | $5,403+78.1% |