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 | $93,081 | $91,911+1.3% | $68,793+35.3% | $135,375-31.2% |
| Participation rate | 81.8% | 76.7%+5.1pp | 72.2%+9.6pp | 82.6%-0.8pp |
| Annual return | -9.37% | -8.22%-1.1pp | -4.63%-4.7pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,074 | $3,924-47.1% | $2,625-21.0% | $4,779-56.6% |
| Participant deferral / active EE | $4,555 | $4,315+5.6% | $3,311+37.6% | $5,609-18.8% |
| Admin fee / account holder | $772 | $9,240-91.6% | $5,131-85.0% | $10,827-92.9% |