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 | $84,536 | $92,222-8.3% | $76,768+10.1% | $135,375-37.6% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -1.37% | 5.46%-6.8pp | 2.43%-3.8pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,393 | $3,216-56.7% | $2,485-44.0% | $4,779-70.9% |
| Participant deferral / active EE | $4,554 | $4,509+1.0% | $3,852+18.2% | $5,609-18.8% |
| Admin fee / account holder | $1,096 | $10,748-89.8% | $6,675-83.6% | $10,827-89.9% |