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 | $82,588 | $211,958-61.0% | $169,463-51.3% | $135,375-39.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -8.38% | 3.26%-11.6pp | 1.83%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,794 | $5,120-45.4% | $4,159-32.8% | $4,779-41.5% |
| Participant deferral / active EE | $6,000 | $6,075-1.2% | $5,277+13.7% | $5,609+7.0% |
| Admin fee / account holder | $1,840 | $11,471-84.0% | $9,109-79.8% | $10,827-83.0% |