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 | $74,277 | $92,222-19.5% | $76,768-3.2% | $135,375-45.1% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | -5.08% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,660 | $3,216-17.3% | $2,485+7.0% | $4,779-44.3% |
| Participant deferral / active EE | $5,312 | $4,509+17.8% | $3,852+37.9% | $5,609-5.3% |
| Admin fee / account holder | $6,609 | $10,748-38.5% | $6,675-1.0% | $10,827-39.0% |