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 | $109,939 | $211,958-48.1% | $169,463-35.1% | $135,375-18.8% |
| Participation rate | 76.2% | 82.6%-6.4pp | 77.8%-1.6pp | 82.6%-6.5pp |
| Annual return | -3.35% | 3.26%-6.6pp | 1.83%-5.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $762 | $5,120-85.1% | $4,159-81.7% | $4,779-84.1% |
| Participant deferral / active EE | $7,695 | $6,075+26.7% | $5,277+45.8% | $5,609+37.2% |
| Admin fee / account holder | $46,428 | $11,471+304.7% | $9,109+409.7% | $10,827+328.8% |