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 | $72,816 | $94,529-23.0% | $140,016-48.0% | $64,186+13.4% |
| Participation rate | 94.4% | 84.1%+10.4pp | 87.5%+6.9pp | 69.6%+24.9pp |
| Annual return | -4.38% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,777 | $3,812-0.9% | $5,606-32.6% | $2,381+58.6% |
| Participant deferral / active EE | $2,630 | $5,250-49.9% | $6,927-62.0% | $3,470-24.2% |
| Admin fee / account holder | $9,002 | $6,741+33.5% | $10,705-15.9% | $4,888+84.2% |