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 | $84,970 | $92,222-7.9% | $76,768+10.7% | $135,375-37.2% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -3.22% | 5.46%-8.7pp | 2.43%-5.6pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,700 | $3,216-16.0% | $2,485+8.6% | $4,779-43.5% |
| Participant deferral / active EE | $4,868 | $4,509+8.0% | $3,852+26.4% | $5,609-13.2% |
| Admin fee / account holder | $515 | $10,748-95.2% | $6,675-92.3% | $10,827-95.2% |