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 | $74,911 | $211,958-64.7% | $169,463-55.8% | $135,375-44.7% |
| Participation rate | 84.6% | 82.6%+2.0pp | 77.8%+6.8pp | 82.6%+2.0pp |
| Annual return | -1.64% | 3.26%-4.9pp | 1.83%-3.5pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,535 | $5,120-50.5% | $4,159-39.1% | $4,779-47.0% |
| Participant deferral / active EE | $2,702 | $6,075-55.5% | $5,277-48.8% | $5,609-51.8% |
| Admin fee / account holder | $5,728 | $11,471-50.1% | $9,109-37.1% | $10,827-47.1% |