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 | $86,368 | $92,222-6.3% | $76,768+12.5% | $135,375-36.2% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -5.62% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,099 | $3,216+27.5% | $2,485+64.9% | $4,779-14.2% |
| Participant deferral / active EE | $10,572 | $4,509+134.5% | $3,852+174.5% | $5,609+88.5% |
| Admin fee / account holder | $11,797 | $10,748+9.8% | $6,675+76.7% | $10,827+9.0% |