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 | $81,495 | $92,222-11.6% | $76,768+6.2% | $135,375-39.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -4.79% | 5.46%-10.2pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,812 | $3,216-43.7% | $2,485-27.1% | $4,779-62.1% |
| Participant deferral / active EE | $3,398 | $4,509-24.6% | $3,852-11.8% | $5,609-39.4% |
| Admin fee / account holder | $15,009 | $10,748+39.6% | $6,675+124.9% | $10,827+38.6% |