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 | $149,733 | $211,958-29.4% | $169,463-11.6% | $135,375+10.6% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -7.24% | 3.26%-10.5pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,000 | $5,120-60.9% | $4,159-51.9% | $4,779-58.1% |
| Participant deferral / active EE | $6,337 | $6,075+4.3% | $5,277+20.1% | $5,609+13.0% |
| Admin fee / account holder | $5,662 | $11,471-50.6% | $9,109-37.8% | $10,827-47.7% |