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 | $77,298 | $72,177+7.1% | $115,037-32.8% | $59,632+29.6% |
| Participation rate | 70.3% | 72.6%-2.2pp | 81.4%-11.1pp | 68.7%+1.6pp |
| Annual return | -1.83% | 12.02%-13.8pp | 26.14%-28.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,444 | $2,841-49.2% | $4,608-68.7% | $2,203-34.4% |
| Participant deferral / active EE | $5,240 | $4,783+9.6% | $6,026-13.0% | $3,192+64.2% |
| Admin fee / account holder | $6,973 | $4,927+41.5% | $8,175-14.7% | $4,297+62.3% |