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 | $82,294 | $94,529-12.9% | $140,016-41.2% | $64,186+28.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 87.5%+4.2pp | 69.6%+22.1pp |
| Annual return | -5.52% | 7.77%-13.3pp | 651.12%-656.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,868 | $3,812-24.8% | $5,606-48.8% | $2,381+20.4% |
| Participant deferral / active EE | $2,501 | $5,250-52.4% | $6,927-63.9% | $3,470-27.9% |
| Admin fee / account holder | $3,323 | $6,741-50.7% | $10,705-69.0% | $4,888-32.0% |