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 | $77,958 | $95,193-18.1% | $76,523+1.9% | $135,375-42.4% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -9.95% | 4.85%-14.8pp | -0.27%-9.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,672 | $3,302+11.2% | $2,647+38.7% | $4,779-23.2% |
| Participant deferral / active EE | $6,374 | $4,639+37.4% | $3,835+66.2% | $5,609+13.6% |
| Admin fee / account holder | $526 | $6,249-91.6% | $4,848-89.2% | $10,827-95.1% |