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 | $73,525 | $94,529-22.2% | $140,016-47.5% | $64,186+14.6% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | -7.03% | 7.77%-14.8pp | 651.12%-658.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,671 | $3,812-56.2% | $5,606-70.2% | $2,381-29.8% |
| Participant deferral / active EE | $4,289 | $5,250-18.3% | $6,927-38.1% | $3,470+23.6% |
| Admin fee / account holder | $7,405 | $6,741+9.9% | $10,705-30.8% | $4,888+51.5% |