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 | $92,853 | $82,286+12.8% | $68,791+35.0% | $134,475-31.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -10.82% | -2.19%-8.6pp | -6.38%-4.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,282 | $3,301-0.6% | $2,655+23.6% | $4,740-30.8% |
| Participant deferral / active EE | $5,118 | $4,739+8.0% | $3,941+29.9% | $6,400-20.0% |
| Admin fee / account holder | $3,033 | $6,481-53.2% | $4,932-38.5% | $11,426-73.5% |