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 | $80,282 | $82,286-2.4% | $68,791+16.7% | $134,475-40.3% |
| Participation rate | 79.2% | 75.1%+4.1pp | 69.0%+10.1pp | 81.2%-2.1pp |
| Annual return | -16.10% | -2.19%-13.9pp | -6.38%-9.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $536 | $3,301-83.8% | $2,655-79.8% | $4,740-88.7% |
| Participant deferral / active EE | $3,710 | $4,739-21.7% | $3,941-5.9% | $6,400-42.0% |
| Admin fee / account holder | $4,690 | $6,481-27.6% | $4,932-4.9% | $11,426-59.0% |