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 | $92,245 | $158,817-41.9% | $121,196-23.9% | $135,375-31.9% |
| Participation rate | 82.4% | 79.3%+3.1pp | 71.7%+10.6pp | 82.6%-0.3pp |
| Annual return | -5.29% | -0.64%-4.7pp | 16.93%-22.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,711 | $5,665-69.8% | $4,022-57.4% | $4,779-64.2% |
| Participant deferral / active EE | $2,412 | $4,005-39.8% | $3,344-27.9% | $5,609-57.0% |
| Admin fee / account holder | $22,285 | $6,512+242.2% | $5,019+344.0% | $10,827+105.8% |