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 | $92,008 | $99,032-7.1% | $80,019+15.0% | $135,375-32.0% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -1.45% | 15.39%-16.8pp | 11.22%-12.7pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,870 | $3,043-38.5% | $2,468-24.2% | $4,779-60.9% |
| Participant deferral / active EE | $3,746 | $4,282-12.5% | $3,686+1.6% | $5,609-33.2% |
| Admin fee / account holder | $8,357 | $10,436-19.9% | $6,521+28.2% | $10,827-22.8% |