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 | $89,280 | $211,958-57.9% | $169,463-47.3% | $135,375-34.0% |
| Participation rate | 88.2% | 82.6%+5.6pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | -7.22% | 3.26%-10.5pp | 1.83%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,664 | $5,120-28.4% | $4,159-11.9% | $4,779-23.3% |
| Participant deferral / active EE | $7,384 | $6,075+21.5% | $5,277+39.9% | $5,609+31.7% |
| Admin fee / account holder | $5,037 | $11,471-56.1% | $9,109-44.7% | $10,827-53.5% |