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 | $99,776 | $97,044+2.8% | $83,333+19.7% | $135,375-26.3% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -5.74% | 12.31%-18.1pp | 10.63%-16.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,114 | $4,143+95.9% | $3,379+140.2% | $4,779+69.8% |
| Participant deferral / active EE | $6,008 | $5,964+0.7% | $5,565+8.0% | $5,609+7.1% |
| Admin fee / account holder | $776 | $8,380-90.7% | $7,510-89.7% | $10,827-92.8% |