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 | $98,374 | $167,307-41.2% | $143,757-31.6% | $134,475-26.8% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -9.29% | 0.46%-9.8pp | -0.04%-9.3pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,036 | $5,619-63.8% | $4,951-58.9% | $4,740-57.0% |
| Participant deferral / active EE | $4,715 | $6,446-26.8% | $5,637-16.3% | $6,400-26.3% |
| Admin fee / account holder | $1,863 | $18,088-89.7% | $14,673-87.3% | $11,426-83.7% |