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 | $81,337 | $85,790-5.2% | $67,313+20.8% | $135,375-39.9% |
| Participation rate | 78.9% | 76.5%+2.5pp | 69.1%+9.9pp | 82.6%-3.7pp |
| Annual return | -4.38% | -0.54%-3.8pp | -4.08%-0.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,029 | $3,487-41.8% | $2,566-20.9% | $4,779-57.5% |
| Participant deferral / active EE | $3,441 | $4,651-26.0% | $3,568-3.6% | $5,609-38.6% |
| Admin fee / account holder | $394 | $6,392-93.8% | $4,507-91.3% | $10,827-96.4% |