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 | $67,626 | $69,518-2.7% | $59,878+12.9% | $135,375-50.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.7%-3.3pp | 82.6%-11.2pp |
| Annual return | -8.13% | 7.94%-16.1pp | 3.46%-11.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,574 | $3,235+10.5% | $2,722+31.3% | $4,779-25.2% |
| Participant deferral / active EE | $4,783 | $4,206+13.7% | $3,402+40.6% | $5,609-14.7% |
| Admin fee / account holder | $4,799 | $5,734-16.3% | $3,590+33.7% | $10,827-55.7% |