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 | $85,351 | $82,286+3.7% | $68,791+24.1% | $134,475-36.5% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.0%+1.6pp | 81.2%-10.6pp |
| Annual return | -15.40% | -2.19%-13.2pp | -6.38%-9.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,128 | $3,301-35.5% | $2,655-19.9% | $4,740-55.1% |
| Participant deferral / active EE | $5,996 | $4,739+26.5% | $3,941+52.1% | $6,400-6.3% |
| Admin fee / account holder | $5,288 | $6,481-18.4% | $4,932+7.2% | $11,426-53.7% |