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 | $57,728 | $92,222-37.4% | $76,768-24.8% | $135,375-57.4% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -6.90% | 5.46%-12.4pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,234 | $3,216-61.6% | $2,485-50.3% | $4,779-74.2% |
| Participant deferral / active EE | $5,524 | $4,509+22.5% | $3,852+43.4% | $5,609-1.5% |
| Admin fee / account holder | $17,196 | $10,748+60.0% | $6,675+157.6% | $10,827+58.8% |