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 | $73,077 | $94,529-22.7% | $140,016-47.8% | $64,186+13.9% |
| Participation rate | 84.0% | 84.1%-0.1pp | 87.5%-3.5pp | 69.6%+14.4pp |
| Annual return | -2.52% | 7.77%-10.3pp | 651.12%-653.6pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,631 | $3,812-57.2% | $5,606-70.9% | $2,381-31.5% |
| Participant deferral / active EE | $3,933 | $5,250-25.1% | $6,927-43.2% | $3,470+13.4% |
| Admin fee / account holder | $1,098 | $6,741-83.7% | $10,705-89.7% | $4,888-77.5% |