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 | $93,612 | $92,222+1.5% | $76,768+21.9% | $135,375-30.9% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -4.17% | 5.46%-9.6pp | 2.43%-6.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,314 | $3,216-59.1% | $2,485-47.1% | $4,779-72.5% |
| Participant deferral / active EE | $3,009 | $4,509-33.3% | $3,852-21.9% | $5,609-46.4% |
| Admin fee / account holder | $1,239 | $10,748-88.5% | $6,675-81.4% | $10,827-88.6% |