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 | $68,482 | $95,193-28.1% | $76,523-10.5% | $135,375-49.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -3.18% | 4.85%-8.0pp | -0.27%-2.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,031 | $3,302-68.8% | $2,647-61.0% | $4,779-78.4% |
| Participant deferral / active EE | $2,764 | $4,639-40.4% | $3,835-27.9% | $5,609-50.7% |
| Admin fee / account holder | $23,432 | $6,249+275.0% | $4,848+383.3% | $10,827+116.4% |