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 | $69,944 | $127,100-45.0% | $105,738-33.9% | $135,375-48.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 76.3%+1.4pp | 82.6%-4.9pp |
| Annual return | -8.16% | 4.49%-12.7pp | 6.27%-14.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,869 | $4,107-30.1% | $3,268-12.2% | $4,779-40.0% |
| Participant deferral / active EE | $5,824 | $5,064+15.0% | $4,080+42.7% | $5,609+3.8% |
| Admin fee / account holder | $6,686 | $9,087-26.4% | $6,913-3.3% | $10,827-38.2% |