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 | $94,729 | $85,790+10.4% | $67,313+40.7% | $135,375-30.0% |
| Participation rate | 95.5% | 76.5%+19.0pp | 69.1%+26.4pp | 82.6%+12.8pp |
| Annual return | -4.83% | -0.54%-4.3pp | -4.08%-0.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,486 | $3,487-57.4% | $2,566-42.1% | $4,779-68.9% |
| Participant deferral / active EE | $4,606 | $4,651-1.0% | $3,568+29.1% | $5,609-17.9% |
| Admin fee / account holder | $3,698 | $6,392-42.1% | $4,507-17.9% | $10,827-65.8% |