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 | $93,192 | $82,664+12.7% | $125,339-25.6% | $68,494+36.1% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,520 | $3,381+4.1% | $4,814-26.9% | $2,596+35.6% |
| Participant deferral / active EE | $6,578 | $6,110+7.6% | $7,446-11.7% | $4,027+63.3% |
| Admin fee / account holder | $7,461 | $6,275+18.9% | $10,010-25.5% | $5,403+38.1% |