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 | $74,084 | $87,705-15.5% | $63,517+16.6% | $125,391-40.9% |
| Participation rate | 90.0% | 77.0%+13.0pp | 71.0%+19.0pp | 83.2%+6.8pp |
| Annual return | -1.39% | 21.70%-23.1pp | -70.30%+68.9pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,927 | $3,601-46.5% | $2,322-17.0% | $4,866-60.4% |
| Participant deferral / active EE | $5,189 | $3,939+31.7% | $2,953+75.7% | $5,352-3.0% |
| Admin fee / account holder | $5,754 | $11,948-51.8% | $5,892-2.3% | $9,540-39.7% |