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 | $96,331 | $211,958-54.6% | $169,463-43.2% | $135,375-28.8% |
| Participation rate | 78.6% | 82.6%-4.1pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -2.61% | 3.26%-5.9pp | 1.83%-4.4pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,532 | $5,120-50.5% | $4,159-39.1% | $4,779-47.0% |
| Participant deferral / active EE | $3,523 | $6,075-42.0% | $5,277-33.2% | $5,609-37.2% |
| Admin fee / account holder | $900 | $11,471-92.2% | $9,109-90.1% | $10,827-91.7% |