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 | $84,349 | $92,222-8.5% | $76,768+9.9% | $135,375-37.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -2.81% | 5.46%-8.3pp | 2.43%-5.2pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,050 | $3,216-67.3% | $2,485-57.7% | $4,779-78.0% |
| Participant deferral / active EE | $3,403 | $4,509-24.5% | $3,852-11.6% | $5,609-39.3% |
| Admin fee / account holder | $28,648 | $10,748+166.5% | $6,675+329.2% | $10,827+164.6% |