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 | $60,239 | $92,222-34.7% | $76,768-21.5% | $135,375-55.5% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -3.35% | 5.46%-8.8pp | 2.43%-5.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,560 | $3,216-51.5% | $2,485-37.2% | $4,779-67.4% |
| Participant deferral / active EE | $2,997 | $4,509-33.5% | $3,852-22.2% | $5,609-46.6% |
| Admin fee / account holder | $9,264 | $10,748-13.8% | $6,675+38.8% | $10,827-14.4% |