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 | $79,266 | $77,813+1.9% | $123,544-35.8% | $64,186+23.5% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.3%-3.3pp | 69.6%+9.4pp |
| Annual return | -6.24% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,254 | $3,014-58.4% | $4,628-72.9% | $2,381-47.3% |
| Participant deferral / active EE | $6,702 | $5,240+27.9% | $6,426+4.3% | $3,470+93.2% |
| Admin fee / account holder | $1,595 | $5,519-71.1% | $9,284-82.8% | $4,888-67.4% |