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 | $63,600 | $69,518-8.5% | $59,878+6.2% | $135,375-53.0% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.7%+4.2pp | 82.6%-3.7pp |
| Annual return | -3.31% | 7.94%-11.3pp | 3.46%-6.8pp | 519.73%-523.0pp |
| Employer contribution / active EE | $4,141 | $3,235+28.0% | $2,722+52.1% | $4,779-13.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,766 | $5,734-69.2% | $3,590-50.8% | $10,827-83.7% |