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 | $90,302 | $87,540+3.2% | $75,781+19.2% | $125,391-28.0% |
| Participation rate | 78.9% | 80.2%-1.2pp | 75.8%+3.1pp | 83.2%-4.2pp |
| Annual return | -2.61% | 13.48%-16.1pp | 9.68%-12.3pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,738 | $3,930-55.8% | $3,323-47.7% | $4,866-64.3% |
| Participant deferral / active EE | $4,542 | $4,229+7.4% | $3,651+24.4% | $5,352-15.1% |
| Admin fee / account holder | $448 | $6,502-93.1% | $5,299-91.5% | $9,540-95.3% |