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 | $84,865 | $94,529-10.2% | $140,016-39.4% | $64,186+32.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 87.5%+4.8pp | 69.6%+22.7pp |
| Annual return | -5.54% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,349 | $3,812-38.4% | $5,606-58.1% | $2,381-1.3% |
| Participant deferral / active EE | $8,526 | $5,250+62.4% | $6,927+23.1% | $3,470+145.7% |
| Admin fee / account holder | $7,459 | $6,741+10.6% | $10,705-30.3% | $4,888+52.6% |