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 | $57,310 | $110,094-47.9% | $151,611-62.2% | $68,494-16.3% |
| Participation rate | 87.3% | 84.0%+3.3pp | 87.5%-0.2pp | 67.9%+19.4pp |
| Annual return | -10.07% | -10.12%+0.1pp | 3.33%-13.4pp | -7.84%-2.2pp |
| Employer contribution / active EE | $2,155 | $4,471-51.8% | $6,166-65.1% | $2,596-17.0% |
| Participant deferral / active EE | $10,630 | $6,527+62.9% | $8,363+27.1% | $4,027+163.9% |
| Admin fee / account holder | $7,995 | $7,719+3.6% | $11,616-31.2% | $5,403+48.0% |