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 | $81,572 | $158,817-48.6% | $121,196-32.7% | $135,375-39.7% |
| Participation rate | 79.2% | 79.3%-0.1pp | 71.7%+7.4pp | 82.6%-3.5pp |
| Annual return | -4.69% | -0.64%-4.1pp | 16.93%-21.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,563 | $5,665-72.4% | $4,022-61.1% | $4,779-67.3% |
| Participant deferral / active EE | $2,999 | $4,005-25.1% | $3,344-10.3% | $5,609-46.5% |
| Admin fee / account holder | $8,035 | $6,512+23.4% | $5,019+60.1% | $10,827-25.8% |