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 | $73,701 | $92,222-20.1% | $76,768-4.0% | $135,375-45.6% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -6.17% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,183 | $3,216+30.1% | $2,485+68.3% | $4,779-12.5% |
| Participant deferral / active EE | $8,461 | $4,509+87.7% | $3,852+119.7% | $5,609+50.9% |
| Admin fee / account holder | $12,592 | $10,748+17.2% | $6,675+88.6% | $10,827+16.3% |