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 | $84,910 | $94,529-10.2% | $140,016-39.4% | $64,186+32.3% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.7pp |
| Annual return | -6.37% | 7.77%-14.1pp | 651.12%-657.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,461 | $3,812-61.7% | $5,606-73.9% | $2,381-38.6% |
| Participant deferral / active EE | $5,547 | $5,250+5.7% | $6,927-19.9% | $3,470+59.9% |
| Admin fee / account holder | $10,845 | $6,741+60.9% | $10,705+1.3% | $4,888+121.9% |