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 | $74,621 | $99,032-24.6% | $80,019-6.7% | $135,375-44.9% |
| Participation rate | 95.7% | 78.4%+17.3pp | 75.8%+19.8pp | 82.6%+13.0pp |
| Annual return | -3.30% | 15.39%-18.7pp | 11.22%-14.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,705 | $3,043-11.1% | $2,468+9.6% | $4,779-43.4% |
| Participant deferral / active EE | $4,416 | $4,282+3.1% | $3,686+19.8% | $5,609-21.3% |
| Admin fee / account holder | $1,847 | $10,436-82.3% | $6,521-71.7% | $10,827-82.9% |