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 | $85,871 | $71,883+19.5% | $86,677-0.9% | $68,494+25.4% |
| Participation rate | 71.9% | 72.2%-0.3pp | 76.6%-4.6pp | 67.9%+4.0pp |
| Annual return | -14.93% | 3.52%-18.5pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,108 | $2,173-3.0% | $2,836-25.7% | $2,596-18.8% |
| Participant deferral / active EE | $4,256 | $3,779+12.6% | $4,656-8.6% | $4,027+5.7% |
| Admin fee / account holder | $3,467 | $6,112-43.3% | $7,493-53.7% | $5,403-35.8% |