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 | $54,473 | $94,529-42.4% | $140,016-61.1% | $64,186-15.1% |
| Participation rate | 85.4% | 84.1%+1.3pp | 87.5%-2.1pp | 69.6%+15.8pp |
| Annual return | -5.92% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,132 | $3,812-70.3% | $5,606-79.8% | $2,381-52.5% |
| Participant deferral / active EE | $2,494 | $5,250-52.5% | $6,927-64.0% | $3,470-28.1% |
| Admin fee / account holder | $3,045 | $6,741-54.8% | $10,705-71.6% | $4,888-37.7% |