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 | $79,217 | $78,694+0.7% | $67,652+17.1% | $125,391-36.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -2.09% | 9.46%-11.5pp | 6625.04%-6627.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,149 | $3,044+3.5% | $2,266+39.0% | $4,866-35.3% |
| Participant deferral / active EE | $5,204 | $4,292+21.3% | $3,560+46.2% | $5,352-2.8% |
| Admin fee / account holder | $1,050 | $7,403-85.8% | $4,821-78.2% | $9,540-89.0% |