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 | $87,316 | $127,100-31.3% | $105,738-17.4% | $135,375-35.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -0.59% | 4.49%-5.1pp | 6.27%-6.9pp | 519.73%-520.3pp |
| Employer contribution / active EE | $2,308 | $4,107-43.8% | $3,268-29.4% | $4,779-51.7% |
| Participant deferral / active EE | $1,854 | $5,064-63.4% | $4,080-54.6% | $5,609-66.9% |
| Admin fee / account holder | $5,491 | $9,087-39.6% | $6,913-20.6% | $10,827-49.3% |