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 | $112,349 | $140,588-20.1% | $123,104-8.7% | $125,391-10.4% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -2.18% | 16.80%-19.0pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $4,081 | $6,041-32.4% | $5,151-20.8% | $4,866-16.1% |
| Participant deferral / active EE | $6,652 | $6,980-4.7% | $6,230+6.8% | $5,352+24.3% |
| Admin fee / account holder | $100,178 | $11,198+794.6% | $9,015+1011.3% | $9,540+950.0% |