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 | $89,692 | $140,588-36.2% | $123,104-27.1% | $125,391-28.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.18% | 16.80%-17.0pp | 13.22%-13.4pp | 282.22%-282.4pp |
| Employer contribution / active EE | $3,485 | $6,041-42.3% | $5,151-32.4% | $4,866-28.4% |
| Participant deferral / active EE | $4,302 | $6,980-38.4% | $6,230-30.9% | $5,352-19.6% |
| Admin fee / account holder | $2,682 | $11,198-76.1% | $9,015-70.3% | $9,540-71.9% |