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 | $92,064 | $99,032-7.0% | $80,019+15.1% | $135,375-32.0% |
| Participation rate | 81.3% | 78.4%+2.9pp | 75.8%+5.4pp | 82.6%-1.4pp |
| Annual return | -7.28% | 15.39%-22.7pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,984 | $3,043-34.8% | $2,468-19.6% | $4,779-58.5% |
| Participant deferral / active EE | $5,803 | $4,282+35.5% | $3,686+57.4% | $5,609+3.5% |
| Admin fee / account holder | $3,182 | $10,436-69.5% | $6,521-51.2% | $10,827-70.6% |