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 | $90,519 | $85,790+5.5% | $67,313+34.5% | $135,375-33.1% |
| Participation rate | 92.9% | 76.5%+16.4pp | 69.1%+23.8pp | 82.6%+10.2pp |
| Annual return | -1.96% | -0.54%-1.4pp | -4.08%+2.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,579 | $3,487+2.6% | $2,566+39.5% | $4,779-25.1% |
| Participant deferral / active EE | $2,989 | $4,651-35.7% | $3,568-16.2% | $5,609-46.7% |
| Admin fee / account holder | $959 | $6,392-85.0% | $4,507-78.7% | $10,827-91.1% |