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 | $93,046 | $92,222+0.9% | $76,768+21.2% | $135,375-31.3% |
| Participation rate | 73.9% | 79.8%-5.9pp | 77.0%-3.0pp | 82.6%-8.7pp |
| Annual return | -4.08% | 5.46%-9.5pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,095 | $3,216-65.9% | $2,485-55.9% | $4,779-77.1% |
| Participant deferral / active EE | $11,743 | $4,509+160.5% | $3,852+204.9% | $5,609+109.4% |
| Admin fee / account holder | $8,123 | $10,748-24.4% | $6,675+21.7% | $10,827-25.0% |