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 | $85,872 | $92,222-6.9% | $76,768+11.9% | $135,375-36.6% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -2.36% | 5.46%-7.8pp | 2.43%-4.8pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,532 | $3,216-52.4% | $2,485-38.4% | $4,779-67.9% |
| Participant deferral / active EE | $6,631 | $4,509+47.1% | $3,852+72.2% | $5,609+18.2% |
| Admin fee / account holder | $6,841 | $10,748-36.4% | $6,675+2.5% | $10,827-36.8% |