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 | $97,074 | $158,817-38.9% | $121,196-19.9% | $135,375-28.3% |
| Participation rate | 88.2% | 79.3%+8.9pp | 71.7%+16.5pp | 82.6%+5.6pp |
| Annual return | -7.79% | -0.64%-7.2pp | 16.93%-24.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,888 | $5,665+21.6% | $4,022+71.3% | $4,779+44.1% |
| Participant deferral / active EE | $4,787 | $4,005+19.5% | $3,344+43.1% | $5,609-14.7% |
| Admin fee / account holder | $13,943 | $6,512+114.1% | $5,019+177.8% | $10,827+28.8% |