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 | $70,751 | $87,705-19.3% | $63,517+11.4% | $125,391-43.6% |
| Participation rate | 85.7% | 77.0%+8.7pp | 71.0%+14.7pp | 83.2%+2.5pp |
| Annual return | -0.79% | 21.70%-22.5pp | -70.30%+69.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $523 | $3,601-85.5% | $2,322-77.5% | $4,866-89.3% |
| Participant deferral / active EE | $2,528 | $3,939-35.8% | $2,953-14.4% | $5,352-52.8% |
| Admin fee / account holder | $20,011 | $11,948+67.5% | $5,892+239.6% | $9,540+109.7% |