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 | $28,800 | $211,958-86.4% | $169,463-83.0% | $135,375-78.7% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -4.29% | 3.26%-7.6pp | 1.83%-6.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $6,211 | $5,120+21.3% | $4,159+49.3% | $4,779+30.0% |
| Participant deferral / active EE | $3,601 | $6,075-40.7% | $5,277-31.8% | $5,609-35.8% |
| Admin fee / account holder | $2,670 | $11,471-76.7% | $9,109-70.7% | $10,827-75.3% |