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 | $105,266 | $127,100-17.2% | $105,738-0.4% | $135,375-22.2% |
| Participation rate | 81.0% | 82.7%-1.7pp | 76.3%+4.6pp | 82.6%-1.7pp |
| Annual return | -5.86% | 4.49%-10.4pp | 6.27%-12.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,576 | $4,107-12.9% | $3,268+9.4% | $4,779-25.2% |
| Participant deferral / active EE | $4,329 | $5,064-14.5% | $4,080+6.1% | $5,609-22.8% |
| Admin fee / account holder | $7,322 | $9,087-19.4% | $6,913+5.9% | $10,827-32.4% |