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 | $81,394 | $95,193-14.5% | $76,523+6.4% | $135,375-39.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -6.49% | 4.85%-11.3pp | -0.27%-6.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $350 | $3,302-89.4% | $2,647-86.8% | $4,779-92.7% |
| Participant deferral / active EE | $2,980 | $4,639-35.8% | $3,835-22.3% | $5,609-46.9% |
| Admin fee / account holder | $35,794 | $6,249+472.8% | $4,848+638.3% | $10,827+230.6% |