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 | $103,091 | $211,958-51.4% | $169,463-39.2% | $135,375-23.8% |
| Participation rate | 72.2% | 82.6%-10.4pp | 77.8%-5.6pp | 82.6%-10.4pp |
| Annual return | -9.08% | 3.26%-12.3pp | 1.83%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,182 | $5,120-57.4% | $4,159-47.5% | $4,779-54.3% |
| Participant deferral / active EE | $7,011 | $6,075+15.4% | $5,277+32.9% | $5,609+25.0% |
| Admin fee / account holder | $472 | $11,471-95.9% | $9,109-94.8% | $10,827-95.6% |