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 | $71,259 | $94,529-24.6% | $140,016-49.1% | $64,186+11.0% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -6.07% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,760 | $3,812-27.6% | $5,606-50.8% | $2,381+15.9% |
| Participant deferral / active EE | $3,684 | $5,250-29.8% | $6,927-46.8% | $3,470+6.2% |
| Admin fee / account holder | $5,011 | $6,741-25.7% | $10,705-53.2% | $4,888+2.5% |