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 | $75,012 | $110,094-31.9% | $151,611-50.5% | $68,494+9.5% |
| Participation rate | 86.0% | 84.0%+2.0pp | 87.5%-1.5pp | 67.9%+18.1pp |
| Annual return | -18.43% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,170 | $4,471-51.5% | $6,166-64.8% | $2,596-16.4% |
| Participant deferral / active EE | $5,621 | $6,527-13.9% | $8,363-32.8% | $4,027+39.6% |
| Admin fee / account holder | $3,135 | $7,719-59.4% | $11,616-73.0% | $5,403-42.0% |