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 | $81,203 | $82,286-1.3% | $68,791+18.0% | $134,475-39.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -14.30% | -2.19%-12.1pp | -6.38%-7.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $731 | $3,301-77.8% | $2,655-72.5% | $4,740-84.6% |
| Participant deferral / active EE | $4,330 | $4,739-8.6% | $3,941+9.9% | $6,400-32.3% |
| Admin fee / account holder | $4,990 | $6,481-23.0% | $4,932+1.2% | $11,426-56.3% |