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 | $83,608 | $211,958-60.6% | $169,463-50.7% | $135,375-38.2% |
| Participation rate | 94.4% | 82.6%+11.8pp | 77.8%+16.7pp | 82.6%+11.8pp |
| Annual return | -3.29% | 3.26%-6.6pp | 1.83%-5.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,475 | $5,120-51.7% | $4,159-40.5% | $4,779-48.2% |
| Participant deferral / active EE | $4,823 | $6,075-20.6% | $5,277-8.6% | $5,609-14.0% |
| Admin fee / account holder | $572 | $11,471-95.0% | $9,109-93.7% | $10,827-94.7% |