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 | $163,292 | $94,529+72.7% | $140,016+16.6% | $64,186+154.4% |
| Participation rate | 82.2% | 84.1%-1.9pp | 87.5%-5.3pp | 69.6%+12.7pp |
| Annual return | -4.42% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,543 | $3,812-33.3% | $5,606-54.6% | $2,381+6.8% |
| Participant deferral / active EE | $3,370 | $5,250-35.8% | $6,927-51.3% | $3,470-2.9% |
| Admin fee / account holder | $3,521 | $6,741-47.8% | $10,705-67.1% | $4,888-28.0% |