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 | $89,795 | $92,222-2.6% | $76,768+17.0% | $135,375-33.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -8.12% | 5.46%-13.6pp | 2.43%-10.5pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,115 | $3,216-34.2% | $2,485-14.9% | $4,779-55.7% |
| Participant deferral / active EE | $4,437 | $4,509-1.6% | $3,852+15.2% | $5,609-20.9% |
| Admin fee / account holder | $2,204 | $10,748-79.5% | $6,675-67.0% | $10,827-79.6% |