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 | $58,705 | $110,094-46.7% | $151,611-61.3% | $68,494-14.3% |
| Participation rate | 85.0% | 84.0%+1.0pp | 87.5%-2.5pp | 67.9%+17.1pp |
| Annual return | -16.72% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,485 | $4,471-66.8% | $6,166-75.9% | $2,596-42.8% |
| Participant deferral / active EE | $4,742 | $6,527-27.3% | $8,363-43.3% | $4,027+17.8% |
| Admin fee / account holder | $4,549 | $7,719-41.1% | $11,616-60.8% | $5,403-15.8% |