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 | $87,318 | $94,529-7.6% | $140,016-37.6% | $64,186+36.0% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.2pp |
| Annual return | -5.92% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,439 | $3,812-36.0% | $5,606-56.5% | $2,381+2.4% |
| Participant deferral / active EE | $3,492 | $5,250-33.5% | $6,927-49.6% | $3,470+0.6% |
| Admin fee / account holder | $834 | $6,741-87.6% | $10,705-92.2% | $4,888-82.9% |