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 | $93,477 | $63,953+46.2% | $54,726+70.8% | $135,375-30.9% |
| Participation rate | 73.7% | 84.9%-11.2pp | 79.1%-5.4pp | 82.6%-9.0pp |
| Annual return | 10.46% | -5.77%+16.2pp | -4.56%+15.0pp | 519.73%-509.3pp |
| Employer contribution / active EE | $4,774 | $4,256+12.2% | $3,449+38.4% | $4,779-0.1% |
| Participant deferral / active EE | $0 | $4,810-100.0% | $3,953-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,187 | $4,567+35.5% | $3,818+62.1% | $10,827-42.9% |