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 | $80,678 | $55,449+45.5% | $83,848-3.8% | $56,287+43.3% |
| Participation rate | 70.0% | 68.0%+2.0pp | 76.1%-6.1pp | 69.9%+0.1pp |
| Annual return | -6.53% | -1.38%-5.1pp | 850.88%-857.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $852 | $2,430-64.9% | $3,631-76.5% | $2,111-59.6% |
| Participant deferral / active EE | $4,003 | $2,935+36.4% | $4,082-1.9% | $3,350+19.5% |
| Admin fee / account holder | $446 | $656-32.0% | $5,478-91.9% | $521-14.3% |