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 | $83,265 | $92,222-9.7% | $76,768+8.5% | $135,375-38.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -6.81% | 5.46%-12.3pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,340 | $3,216-27.2% | $2,485-5.8% | $4,779-51.0% |
| Participant deferral / active EE | $7,633 | $4,509+69.3% | $3,852+98.2% | $5,609+36.1% |
| Admin fee / account holder | $451 | $10,748-95.8% | $6,675-93.2% | $10,827-95.8% |