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 | $82,425 | $167,307-50.7% | $143,757-42.7% | $134,475-38.7% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -0.99% | 0.46%-1.5pp | -0.04%-1.0pp | 417.96%-419.0pp |
| Employer contribution / active EE | $3,686 | $5,619-34.4% | $4,951-25.5% | $4,740-22.2% |
| Participant deferral / active EE | $5,657 | $6,446-12.2% | $5,637+0.3% | $6,400-11.6% |
| Admin fee / account holder | $1,371 | $18,088-92.4% | $14,673-90.7% | $11,426-88.0% |