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 | $80,767 | $147,167-45.1% | $111,392-27.5% | $135,375-40.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 78.9%+10.0pp | 82.6%+6.2pp |
| Annual return | -5.40% | -4.44%-1.0pp | -2.06%-3.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,407 | $5,204-15.3% | $4,328+1.8% | $4,779-7.8% |
| Participant deferral / active EE | $8,358 | $6,565+27.3% | $5,567+50.1% | $5,609+49.0% |
| Admin fee / account holder | $9,343 | $20,270-53.9% | $12,266-23.8% | $10,827-13.7% |