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 | $91,652 | $91,911-0.3% | $68,793+33.2% | $135,375-32.3% |
| Participation rate | 70.6% | 76.7%-6.2pp | 72.2%-1.6pp | 82.6%-12.1pp |
| Annual return | -1.35% | -8.22%+6.9pp | -4.63%+3.3pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,326 | $3,924-66.2% | $2,625-49.5% | $4,779-72.2% |
| Participant deferral / active EE | $3,025 | $4,315-29.9% | $3,311-8.6% | $5,609-46.1% |
| Admin fee / account holder | $1,173 | $9,240-87.3% | $5,131-77.1% | $10,827-89.2% |