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 | $92,143 | $158,817-42.0% | $121,196-24.0% | $135,375-31.9% |
| Participation rate | 72.7% | 79.3%-6.6pp | 71.7%+1.0pp | 82.6%-9.9pp |
| Annual return | -2.58% | -0.64%-1.9pp | 16.93%-19.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,506 | $5,665-73.4% | $4,022-62.5% | $4,779-68.5% |
| Participant deferral / active EE | $3,275 | $4,005-18.2% | $3,344-2.1% | $5,609-41.6% |
| Admin fee / account holder | $29,216 | $6,512+348.6% | $5,019+482.1% | $10,827+169.8% |