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 | $68,356 | $94,529-27.7% | $140,016-51.2% | $64,186+6.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.09% | 7.77%-12.9pp | 651.12%-656.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,830 | $3,812+0.5% | $5,606-31.7% | $2,381+60.9% |
| Participant deferral / active EE | $4,101 | $5,250-21.9% | $6,927-40.8% | $3,470+18.2% |
| Admin fee / account holder | $2,822 | $6,741-58.1% | $10,705-73.6% | $4,888-42.3% |