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 | $157,055 | $211,958-25.9% | $169,463-7.3% | $135,375+16.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -4.20% | 3.26%-7.5pp | 1.83%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,374 | $5,120-14.6% | $4,159+5.2% | $4,779-8.5% |
| Participant deferral / active EE | $5,820 | $6,075-4.2% | $5,277+10.3% | $5,609+3.8% |
| Admin fee / account holder | $6,387 | $11,471-44.3% | $9,109-29.9% | $10,827-41.0% |