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 | $78,261 | $87,540-10.6% | $75,781+3.3% | $125,391-37.6% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -2.10% | 13.48%-15.6pp | 9.68%-11.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,121 | $3,930-46.0% | $3,323-36.2% | $4,866-56.4% |
| Participant deferral / active EE | $4,911 | $4,229+16.1% | $3,651+34.5% | $5,352-8.2% |
| Admin fee / account holder | $23,921 | $6,502+267.9% | $5,299+351.4% | $9,540+150.7% |