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 | $76,962 | $97,044-20.7% | $83,333-7.6% | $135,375-43.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -2.36% | 12.31%-14.7pp | 10.63%-13.0pp | 519.73%-522.1pp |
| Employer contribution / active EE | $5,159 | $4,143+24.5% | $3,379+52.7% | $4,779+7.9% |
| Participant deferral / active EE | $10,631 | $5,964+78.2% | $5,565+91.0% | $5,609+89.5% |
| Admin fee / account holder | $5,515 | $8,380-34.2% | $7,510-26.6% | $10,827-49.1% |