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 | $82,885 | $57,354+44.5% | $83,848-1.1% | $64,186+29.1% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.2pp | 69.6%+28.8pp |
| Annual return | -6.51% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,265 | $2,545-11.0% | $3,631-37.6% | $2,381-4.9% |
| Participant deferral / active EE | $3,569 | $2,993+19.2% | $4,082-12.6% | $3,470+2.9% |
| Admin fee / account holder | $556 | $4,046-86.3% | $5,478-89.8% | $4,888-88.6% |