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 | $76,935 | $105,860-27.3% | $90,749-15.2% | $134,475-42.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -14.51% | -11.01%-3.5pp | -12.16%-2.3pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,604 | $3,462-24.8% | $2,921-10.8% | $4,740-45.1% |
| Participant deferral / active EE | $9,503 | $5,216+82.2% | $4,564+108.2% | $6,400+48.5% |
| Admin fee / account holder | $7,417 | $13,938-46.8% | $8,445-12.2% | $11,426-35.1% |