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 | $96,551 | $94,529+2.1% | $140,016-31.0% | $64,186+50.4% |
| Participation rate | 85.5% | 84.1%+1.4pp | 87.5%-2.0pp | 69.6%+15.9pp |
| Annual return | -5.92% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,731 | $3,812-54.6% | $5,606-69.1% | $2,381-27.3% |
| Participant deferral / active EE | $4,635 | $5,250-11.7% | $6,927-33.1% | $3,470+33.6% |
| Admin fee / account holder | $11,008 | $6,741+63.3% | $10,705+2.8% | $4,888+125.2% |