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 | $97,206 | $59,107+64.5% | $86,436+12.5% | $68,494+41.9% |
| Participation rate | 70.7% | 75.2%-4.6pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | -14.76% | -0.23%-14.5pp | 4394.89%-4409.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,790 | $2,519-28.9% | $3,769-52.5% | $2,596-31.1% |
| Participant deferral / active EE | $5,001 | $5,901-15.3% | $6,952-28.1% | $4,027+24.2% |
| Admin fee / account holder | $4,154 | $5,637-26.3% | $6,731-38.3% | $5,403-23.1% |