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 | $39,134 | $94,529-58.6% | $140,016-72.1% | $64,186-39.0% |
| Participation rate | 82.9% | 84.1%-1.2pp | 87.5%-4.6pp | 69.6%+13.3pp |
| Annual return | -4.92% | 7.77%-12.7pp | 651.12%-656.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,682 | $3,812-3.4% | $5,606-34.3% | $2,381+54.6% |
| Participant deferral / active EE | $6,736 | $5,250+28.3% | $6,927-2.8% | $3,470+94.2% |
| Admin fee / account holder | $15,578 | $6,741+131.1% | $10,705+45.5% | $4,888+218.7% |