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 | $113,020 | $211,958-46.7% | $169,463-33.3% | $135,375-16.5% |
| Participation rate | 95.8% | 82.6%+13.2pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | -6.53% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,871 | $5,120-4.8% | $4,159+17.1% | $4,779+1.9% |
| Participant deferral / active EE | $6,263 | $6,075+3.1% | $5,277+18.7% | $5,609+11.7% |
| Admin fee / account holder | $6,612 | $11,471-42.4% | $9,109-27.4% | $10,827-38.9% |