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 | $98,478 | $211,958-53.5% | $169,463-41.9% | $135,375-27.3% |
| Participation rate | 84.2% | 82.6%+1.6pp | 77.8%+6.4pp | 82.6%+1.6pp |
| Annual return | -6.60% | 3.26%-9.9pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,495 | $5,120-51.3% | $4,159-40.0% | $4,779-47.8% |
| Participant deferral / active EE | $7,852 | $6,075+29.3% | $5,277+48.8% | $5,609+40.0% |
| Admin fee / account holder | $9,185 | $11,471-19.9% | $9,109+0.8% | $10,827-15.2% |