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 | $85,437 | $97,044-12.0% | $83,333+2.5% | $135,375-36.9% |
| Participation rate | 91.3% | 80.4%+10.9pp | 77.8%+13.5pp | 82.6%+8.7pp |
| Annual return | -4.97% | 12.31%-17.3pp | 10.63%-15.6pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,095 | $4,143-25.3% | $3,379-8.4% | $4,779-35.2% |
| Participant deferral / active EE | $7,618 | $5,964+27.7% | $5,565+36.9% | $5,609+35.8% |
| Admin fee / account holder | $7,841 | $8,380-6.4% | $7,510+4.4% | $10,827-27.6% |