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 | $98,007 | $113,935-14.0% | $94,224+4.0% | $125,391-21.8% |
| Participation rate | 89.5% | 82.9%+6.6pp | 78.8%+10.7pp | 83.2%+6.3pp |
| Annual return | -0.24% | 5.29%-5.5pp | 10.68%-10.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,849 | $4,727-60.9% | $3,587-48.4% | $4,866-62.0% |
| Participant deferral / active EE | $6,004 | $5,179+15.9% | $4,320+39.0% | $5,352+12.2% |
| Admin fee / account holder | $3,460 | $8,391-58.8% | $6,269-44.8% | $9,540-63.7% |