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 | $121,235 | $167,484-27.6% | $151,611-20.0% | $134,475-9.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -1.47% | 7.80%-9.3pp | 3.33%-4.8pp | 417.96%-419.4pp |
| Employer contribution / active EE | $4,499 | $6,829-34.1% | $6,166-27.0% | $4,740-5.1% |
| Participant deferral / active EE | $6,992 | $8,986-22.2% | $8,363-16.4% | $6,400+9.3% |
| Admin fee / account holder | $115,594 | $13,783+738.7% | $11,616+895.1% | $11,426+911.7% |