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 | $91,757 | $79,633+15.2% | $93,789-2.2% | $68,494+34.0% |
| Participation rate | 75.0% | 75.4%-0.4pp | 81.0%-6.0pp | 67.9%+7.1pp |
| Annual return | -13.18% | -0.10%-13.1pp | -11.33%-1.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $928 | $3,665-74.7% | $4,323-78.5% | $2,596-64.3% |
| Participant deferral / active EE | $4,159 | $5,158-19.4% | $6,094-31.8% | $4,027+3.3% |
| Admin fee / account holder | $1,857 | $6,871-73.0% | $7,195-74.2% | $5,403-65.6% |