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 | $96,230 | $82,664+16.4% | $125,339-23.2% | $68,494+40.5% |
| Participation rate | 82.4% | 75.0%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,184 | $3,381-5.8% | $4,814-33.9% | $2,596+22.6% |
| Participant deferral / active EE | $8,150 | $6,110+33.4% | $7,446+9.5% | $4,027+102.4% |
| Admin fee / account holder | $471 | $6,275-92.5% | $10,010-95.3% | $5,403-91.3% |