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 | $81,499 | $110,094-26.0% | $151,611-46.2% | $68,494+19.0% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -6.64% | -10.12%+3.5pp | 3.33%-10.0pp | -7.84%+1.2pp |
| Employer contribution / active EE | $2,987 | $4,471-33.2% | $6,166-51.6% | $2,596+15.0% |
| Participant deferral / active EE | $5,368 | $6,527-17.8% | $8,363-35.8% | $4,027+33.3% |
| Admin fee / account holder | $7,452 | $7,719-3.5% | $11,616-35.8% | $5,403+37.9% |