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 | $97,356 | $107,791-9.7% | $90,645+7.4% | $135,375-28.1% |
| Participation rate | 77.3% | 78.0%-0.8pp | 74.0%+3.2pp | 82.6%-5.4pp |
| Annual return | -5.31% | -0.90%-4.4pp | 1.88%-7.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,969 | $3,018-34.7% | $2,532-22.2% | $4,779-58.8% |
| Participant deferral / active EE | $5,280 | $3,872+36.3% | $3,425+54.2% | $5,609-5.9% |
| Admin fee / account holder | $503 | $5,930-91.5% | $4,994-89.9% | $10,827-95.4% |