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 | $75,289 | $107,791-30.2% | $90,645-16.9% | $135,375-44.4% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -1.43% | -0.90%-0.5pp | 1.88%-3.3pp | 519.73%-521.2pp |
| Employer contribution / active EE | $2,116 | $3,018-29.9% | $2,532-16.4% | $4,779-55.7% |
| Participant deferral / active EE | $3,857 | $3,872-0.4% | $3,425+12.6% | $5,609-31.2% |
| Admin fee / account holder | $66,418 | $5,930+1020.1% | $4,994+1230.0% | $10,827+513.4% |