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 | $87,400 | $71,883+21.6% | $86,677+0.8% | $68,494+27.6% |
| Participation rate | 74.1% | 72.2%+1.8pp | 76.6%-2.5pp | 67.9%+6.2pp |
| Annual return | -13.38% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $950 | $2,173-56.3% | $2,836-66.5% | $2,596-63.4% |
| Participant deferral / active EE | $4,097 | $3,779+8.4% | $4,656-12.0% | $4,027+1.7% |
| Admin fee / account holder | $1,414 | $6,112-76.9% | $7,493-81.1% | $5,403-73.8% |