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 | $79,039 | $158,817-50.2% | $121,196-34.8% | $135,375-41.6% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.7%-1.7pp | 82.6%-12.6pp |
| Annual return | -4.77% | -0.64%-4.1pp | 16.93%-21.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,814 | $5,665-68.0% | $4,022-54.9% | $4,779-62.0% |
| Participant deferral / active EE | $5,121 | $4,005+27.9% | $3,344+53.1% | $5,609-8.7% |
| Admin fee / account holder | $23,349 | $6,512+258.5% | $5,019+365.2% | $10,827+115.7% |