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 | $90,024 | $105,860-15.0% | $90,749-0.8% | $134,475-33.1% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -14.33% | -11.01%-3.3pp | -12.16%-2.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,035 | $3,462-12.3% | $2,921+3.9% | $4,740-36.0% |
| Participant deferral / active EE | $6,099 | $5,216+16.9% | $4,564+33.6% | $6,400-4.7% |
| Admin fee / account holder | $663 | $13,938-95.2% | $8,445-92.2% | $11,426-94.2% |