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 | $88,085 | $97,044-9.2% | $83,333+5.7% | $135,375-34.9% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -7.00% | 12.31%-19.3pp | 10.63%-17.6pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,609 | $4,143-37.0% | $3,379-22.8% | $4,779-45.4% |
| Participant deferral / active EE | $2,787 | $5,964-53.3% | $5,565-49.9% | $5,609-50.3% |
| Admin fee / account holder | $676 | $8,380-91.9% | $7,510-91.0% | $10,827-93.8% |