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 | $92,796 | $107,791-13.9% | $90,645+2.4% | $135,375-31.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -3.56% | -0.90%-2.7pp | 1.88%-5.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,173 | $3,018-61.1% | $2,532-53.7% | $4,779-75.5% |
| Participant deferral / active EE | $3,350 | $3,872-13.5% | $3,425-2.2% | $5,609-40.3% |
| Admin fee / account holder | $20,143 | $5,930+239.7% | $4,994+303.4% | $10,827+86.0% |