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 | $131,846 | $211,958-37.8% | $169,463-22.2% | $135,375-2.6% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -5.04% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,507 | $5,120-51.0% | $4,159-39.7% | $4,779-47.5% |
| Participant deferral / active EE | $6,640 | $6,075+9.3% | $5,277+25.8% | $5,609+18.4% |
| Admin fee / account holder | $4,492 | $11,471-60.8% | $9,109-50.7% | $10,827-58.5% |