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 | $91,925 | $73,004+25.9% | $90,749+1.3% | $68,494+34.2% |
| Participation rate | 73.1% | 70.8%+2.3pp | 75.7%-2.6pp | 67.9%+5.2pp |
| Annual return | -15.41% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,535 | $2,193-30.0% | $2,921-47.4% | $2,596-40.9% |
| Participant deferral / active EE | $5,337 | $3,627+47.2% | $4,564+16.9% | $4,027+32.5% |
| Admin fee / account holder | $6,621 | $5,896+12.3% | $8,445-21.6% | $5,403+22.5% |