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 | $66,075 | $94,529-30.1% | $140,016-52.8% | $64,186+2.9% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -3.14% | 7.77%-10.9pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,133 | $3,812-44.0% | $5,606-61.9% | $2,381-10.4% |
| Participant deferral / active EE | $2,877 | $5,250-45.2% | $6,927-58.5% | $3,470-17.1% |
| Admin fee / account holder | $1,055 | $6,741-84.3% | $10,705-90.1% | $4,888-78.4% |