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 | $86,378 | $85,790+0.7% | $67,313+28.3% | $135,375-36.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -2.56% | -0.54%-2.0pp | -4.08%+1.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,250 | $3,487-35.5% | $2,566-12.3% | $4,779-52.9% |
| Participant deferral / active EE | $2,379 | $4,651-48.9% | $3,568-33.3% | $5,609-57.6% |
| Admin fee / account holder | $2,903 | $6,392-54.6% | $4,507-35.6% | $10,827-73.2% |