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 | $83,598 | $77,813+7.4% | $123,544-32.3% | $64,186+30.2% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -4.53% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $865 | $3,014-71.3% | $4,628-81.3% | $2,381-63.7% |
| Participant deferral / active EE | $6,086 | $5,240+16.2% | $6,426-5.3% | $3,470+75.4% |
| Admin fee / account holder | $40,000 | $5,519+624.8% | $9,284+330.9% | $4,888+718.3% |