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 | $54,736 | $94,529-42.1% | $140,016-60.9% | $64,186-14.7% |
| Participation rate | 92.3% | 84.1%+8.2pp | 87.5%+4.8pp | 69.6%+22.7pp |
| Annual return | -6.48% | 7.77%-14.3pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,661 | $3,812-30.2% | $5,606-52.5% | $2,381+11.8% |
| Participant deferral / active EE | $5,108 | $5,250-2.7% | $6,927-26.3% | $3,470+47.2% |
| Admin fee / account holder | $2,529 | $6,741-62.5% | $10,705-76.4% | $4,888-48.3% |