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 | $98,395 | $100,754-2.3% | $86,677+13.5% | $134,475-26.8% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -8.90% | 29.04%-37.9pp | 35.91%-44.8pp | 417.96%-426.9pp |
| Employer contribution / active EE | $1,698 | $3,489-51.3% | $2,836-40.1% | $4,740-64.2% |
| Participant deferral / active EE | $4,750 | $5,338-11.0% | $4,656+2.0% | $6,400-25.8% |
| Admin fee / account holder | $4,099 | $10,926-62.5% | $7,493-45.3% | $11,426-64.1% |