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 | $113,372 | $94,529+19.9% | $140,016-19.0% | $64,186+76.6% |
| Participation rate | 80.8% | 84.1%-3.3pp | 87.5%-6.7pp | 69.6%+11.2pp |
| Annual return | -4.65% | 7.77%-12.4pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,033 | $3,812-46.7% | $5,606-63.7% | $2,381-14.6% |
| Participant deferral / active EE | $5,449 | $5,250+3.8% | $6,927-21.3% | $3,470+57.0% |
| Admin fee / account holder | $22,210 | $6,741+229.5% | $10,705+107.5% | $4,888+354.4% |