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 | $95,144 | $99,032-3.9% | $80,019+18.9% | $135,375-29.7% |
| Participation rate | 79.2% | 78.4%+0.8pp | 75.8%+3.3pp | 82.6%-3.5pp |
| Annual return | -7.75% | 15.39%-23.1pp | 11.22%-19.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,494 | $3,043+14.8% | $2,468+41.6% | $4,779-26.9% |
| Participant deferral / active EE | $9,022 | $4,282+110.7% | $3,686+144.8% | $5,609+60.9% |
| Admin fee / account holder | $4,518 | $10,436-56.7% | $6,521-30.7% | $10,827-58.3% |