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 | $92,755 | $72,404+28.1% | $110,238-15.9% | $64,186+44.5% |
| Participation rate | 79.6% | 73.3%+6.3pp | 79.8%-0.2pp | 69.6%+10.1pp |
| Annual return | -5.81% | -6.29%+0.5pp | 314.74%-320.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,766 | $2,282+21.2% | $3,826-27.7% | $2,381+16.2% |
| Participant deferral / active EE | $5,387 | $3,469+55.3% | $4,672+15.3% | $3,470+55.3% |
| Admin fee / account holder | $4,316 | $5,664-23.8% | $8,547-49.5% | $4,888-11.7% |