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 | $97,568 | $110,094-11.4% | $151,611-35.6% | $68,494+42.4% |
| Participation rate | 79.2% | 84.0%-4.8pp | 87.5%-8.3pp | 67.9%+11.3pp |
| Annual return | -11.05% | -10.12%-0.9pp | 3.33%-14.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,528 | $4,471-65.8% | $6,166-75.2% | $2,596-41.1% |
| Participant deferral / active EE | $4,348 | $6,527-33.4% | $8,363-48.0% | $4,027+8.0% |
| Admin fee / account holder | $2,100 | $7,719-72.8% | $11,616-81.9% | $5,403-61.1% |