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 | $104,247 | $211,958-50.8% | $169,463-38.5% | $135,375-23.0% |
| Participation rate | 78.6% | 82.6%-4.1pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -5.43% | 3.26%-8.7pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,038 | $5,120-40.7% | $4,159-27.0% | $4,779-36.4% |
| Participant deferral / active EE | $7,461 | $6,075+22.8% | $5,277+41.4% | $5,609+33.0% |
| Admin fee / account holder | $19,292 | $11,471+68.2% | $9,109+111.8% | $10,827+78.2% |