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 | $56,634 | $94,529-40.1% | $140,016-59.6% | $64,186-11.8% |
| Participation rate | 86.2% | 84.1%+2.1pp | 87.5%-1.3pp | 69.6%+16.6pp |
| Annual return | -1.81% | 7.77%-9.6pp | 651.12%-652.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $3,926 | $3,812+3.0% | $5,606-30.0% | $2,381+64.9% |
| Participant deferral / active EE | $3,234 | $5,250-38.4% | $6,927-53.3% | $3,470-6.8% |
| Admin fee / account holder | $1,271 | $6,741-81.1% | $10,705-88.1% | $4,888-74.0% |