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 | $90,359 | $92,222-2.0% | $76,768+17.7% | $135,375-33.3% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -4.10% | 5.46%-9.6pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,864 | $3,216-42.0% | $2,485-25.0% | $4,779-61.0% |
| Participant deferral / active EE | $3,850 | $4,509-14.6% | $3,8520% | $5,609-31.4% |
| Admin fee / account holder | $4,770 | $10,748-55.6% | $6,675-28.5% | $10,827-55.9% |