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 | $82,302 | $92,222-10.8% | $76,768+7.2% | $135,375-39.2% |
| Participation rate | 79.2% | 79.8%-0.6pp | 77.0%+2.2pp | 82.6%-3.5pp |
| Annual return | -7.92% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,441 | $3,216-24.1% | $2,485-1.8% | $4,779-48.9% |
| Participant deferral / active EE | $1,950 | $4,509-56.8% | $3,852-49.4% | $5,609-65.2% |
| Admin fee / account holder | $3,205 | $10,748-70.2% | $6,675-52.0% | $10,827-70.4% |