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 | $85,229 | $77,813+9.5% | $123,544-31.0% | $64,186+32.8% |
| Participation rate | 71.6% | 74.7%-3.1pp | 82.3%-10.7pp | 69.6%+2.1pp |
| Annual return | -5.88% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,239 | $5,2400% | $6,426-18.5% | $3,470+51.0% |
| Admin fee / account holder | $9,651 | $5,519+74.9% | $9,284+4.0% | $4,888+97.4% |