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 | $89,155 | $92,222-3.3% | $76,768+16.1% | $135,375-34.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -0.19% | 5.46%-5.6pp | 2.43%-2.6pp | 519.73%-519.9pp |
| Employer contribution / active EE | $2,336 | $3,216-27.3% | $2,485-6.0% | $4,779-51.1% |
| Participant deferral / active EE | $9,376 | $4,509+108.0% | $3,852+143.4% | $5,609+67.2% |
| Admin fee / account holder | $591 | $10,748-94.5% | $6,675-91.1% | $10,827-94.5% |