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 | $92,182 | $167,307-44.9% | $143,757-35.9% | $134,475-31.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -16.57% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,979 | $5,619-47.0% | $4,951-39.8% | $4,740-37.1% |
| Participant deferral / active EE | $6,544 | $6,446+1.5% | $5,637+16.1% | $6,400+2.3% |
| Admin fee / account holder | $738 | $18,088-95.9% | $14,673-95.0% | $11,426-93.5% |