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 | $82,389 | $211,958-61.1% | $169,463-51.4% | $135,375-39.1% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -7.84% | 3.26%-11.1pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $7,999 | $5,120+56.2% | $4,159+92.3% | $4,779+67.4% |
| Participant deferral / active EE | $4,588 | $6,075-24.5% | $5,277-13.1% | $5,609-18.2% |
| Admin fee / account holder | $7,518 | $11,471-34.5% | $9,109-17.5% | $10,827-30.6% |