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 | $81,007 | $85,790-5.6% | $67,313+20.3% | $135,375-40.2% |
| Participation rate | 82.4% | 76.5%+5.9pp | 69.1%+13.3pp | 82.6%-0.3pp |
| Annual return | -6.02% | -0.54%-5.5pp | -4.08%-1.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,223 | $3,487-36.3% | $2,566-13.4% | $4,779-53.5% |
| Participant deferral / active EE | $4,394 | $4,651-5.5% | $3,568+23.1% | $5,609-21.7% |
| Admin fee / account holder | $1,224 | $6,392-80.8% | $4,507-72.8% | $10,827-88.7% |