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 | $66,238 | $94,529-29.9% | $140,016-52.7% | $64,186+3.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.36% | 7.77%-13.1pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,423 | $3,812-62.7% | $5,606-74.6% | $2,381-40.2% |
| Participant deferral / active EE | $4,163 | $5,250-20.7% | $6,927-39.9% | $3,470+20.0% |
| Admin fee / account holder | $5,237 | $6,741-22.3% | $10,705-51.1% | $4,888+7.1% |