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 | $67,751 | $94,529-28.3% | $140,016-51.6% | $64,186+5.6% |
| Participation rate | 95.7% | 84.1%+11.7pp | 87.5%+8.2pp | 69.6%+26.2pp |
| Annual return | -4.59% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,808 | $3,812-52.6% | $5,606-67.7% | $2,381-24.0% |
| Participant deferral / active EE | $3,111 | $5,250-40.7% | $6,927-55.1% | $3,470-10.3% |
| Admin fee / account holder | $1,805 | $6,741-73.2% | $10,705-83.1% | $4,888-63.1% |