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 | $84,486 | $97,044-12.9% | $83,333+1.4% | $135,375-37.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -0.97% | 12.31%-13.3pp | 10.63%-11.6pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,218 | $4,143-70.6% | $3,379-63.9% | $4,779-74.5% |
| Participant deferral / active EE | $7,286 | $5,964+22.1% | $5,565+30.9% | $5,609+29.9% |
| Admin fee / account holder | $24,216 | $8,380+189.0% | $7,510+222.4% | $10,827+123.7% |