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 | $104,272 | $94,529+10.3% | $140,016-25.5% | $64,186+62.5% |
| Participation rate | 81.3% | 84.1%-2.8pp | 87.5%-6.2pp | 69.6%+11.7pp |
| Annual return | -2.27% | 7.77%-10.0pp | 651.12%-653.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $3,975 | $3,812+4.3% | $5,606-29.1% | $2,381+67.0% |
| Participant deferral / active EE | $9,689 | $5,250+84.5% | $6,927+39.9% | $3,470+179.2% |
| Admin fee / account holder | $1,002 | $6,741-85.1% | $10,705-90.6% | $4,888-79.5% |