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 | $97,687 | $82,664+18.2% | $125,339-22.1% | $68,494+42.6% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.72% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,847 | $3,381-15.8% | $4,814-40.9% | $2,596+9.7% |
| Participant deferral / active EE | $5,240 | $6,110-14.2% | $7,446-29.6% | $4,027+30.1% |
| Admin fee / account holder | $606 | $6,275-90.3% | $10,010-93.9% | $5,403-88.8% |