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 | $64,174 | $94,529-32.1% | $140,016-54.2% | $64,1860% |
| Participation rate | 84.6% | 84.1%+0.5pp | 87.5%-2.9pp | 69.6%+15.0pp |
| Annual return | -2.47% | 7.77%-10.2pp | 651.12%-653.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $6,106 | $3,812+60.2% | $5,606+8.9% | $2,381+156.5% |
| Participant deferral / active EE | $11,623 | $5,250+121.4% | $6,927+67.8% | $3,470+235.0% |
| Admin fee / account holder | $2,701 | $6,741-59.9% | $10,705-74.8% | $4,888-44.7% |