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 | $93,785 | $92,222+1.7% | $76,768+22.2% | $135,375-30.7% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -8.52% | 5.46%-14.0pp | 2.43%-10.9pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,031 | $3,216-36.8% | $2,485-18.3% | $4,779-57.5% |
| Participant deferral / active EE | $4,789 | $4,509+6.2% | $3,852+24.3% | $5,609-14.6% |
| Admin fee / account holder | $1,176 | $10,748-89.1% | $6,675-82.4% | $10,827-89.1% |