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 | $79,196 | $71,883+10.2% | $86,677-8.6% | $68,494+15.6% |
| Participation rate | 79.5% | 72.2%+7.2pp | 76.6%+2.9pp | 67.9%+11.6pp |
| Annual return | -11.97% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $972 | $2,173-55.3% | $2,836-65.7% | $2,596-62.6% |
| Participant deferral / active EE | $4,040 | $3,779+6.9% | $4,656-13.2% | $4,027+0.3% |
| Admin fee / account holder | $4,061 | $6,112-33.5% | $7,493-45.8% | $5,403-24.8% |