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 | $78,420 | $105,860-25.9% | $90,749-13.6% | $134,475-41.7% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -19.87% | -11.01%-8.9pp | -12.16%-7.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,255 | $3,462-34.9% | $2,921-22.8% | $4,740-52.4% |
| Participant deferral / active EE | $4,797 | $5,216-8.0% | $4,564+5.1% | $6,400-25.0% |
| Admin fee / account holder | $25,248 | $13,938+81.1% | $8,445+199.0% | $11,426+121.0% |