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 | $86,666 | $113,935-23.9% | $94,224-8.0% | $125,391-30.9% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -2.78% | 5.29%-8.1pp | 10.68%-13.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $3,275 | $4,727-30.7% | $3,587-8.7% | $4,866-32.7% |
| Participant deferral / active EE | $3,825 | $5,179-26.1% | $4,320-11.5% | $5,352-28.5% |
| Admin fee / account holder | $1,045 | $8,391-87.6% | $6,269-83.3% | $9,540-89.1% |