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 | $90,863 | $92,222-1.5% | $76,768+18.4% | $135,375-32.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.85% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,411 | $3,216+6.1% | $2,485+37.2% | $4,779-28.6% |
| Participant deferral / active EE | $5,086 | $4,509+12.8% | $3,852+32.1% | $5,609-9.3% |
| Admin fee / account holder | $2,554 | $10,748-76.2% | $6,675-61.7% | $10,827-76.4% |