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 | $79,306 | $92,222-14.0% | $76,768+3.3% | $135,375-41.4% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -6.44% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $601 | $3,216-81.3% | $2,485-75.8% | $4,779-87.4% |
| Participant deferral / active EE | $4,702 | $4,509+4.3% | $3,852+22.1% | $5,609-16.2% |
| Admin fee / account holder | $1,823 | $10,748-83.0% | $6,675-72.7% | $10,827-83.2% |