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 | $93,580 | $92,222+1.5% | $76,768+21.9% | $135,375-30.9% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -7.98% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,733 | $3,216-46.1% | $2,485-30.3% | $4,779-63.7% |
| Participant deferral / active EE | $4,539 | $4,509+0.7% | $3,852+17.8% | $5,609-19.1% |
| Admin fee / account holder | $4,264 | $10,748-60.3% | $6,675-36.1% | $10,827-60.6% |