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 | $78,887 | $92,222-14.5% | $76,768+2.8% | $135,375-41.7% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -6.27% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,083 | $3,216-35.2% | $2,485-16.2% | $4,779-56.4% |
| Participant deferral / active EE | $4,398 | $4,509-2.5% | $3,852+14.2% | $5,609-21.6% |
| Admin fee / account holder | $2,598 | $10,748-75.8% | $6,675-61.1% | $10,827-76.0% |