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 | $87,826 | $94,529-7.1% | $140,016-37.3% | $64,186+36.8% |
| Participation rate | 96.6% | 84.1%+12.5pp | 87.5%+9.1pp | 69.6%+27.0pp |
| Annual return | -6.10% | 7.77%-13.9pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,575 | $3,812-6.2% | $5,606-36.2% | $2,381+50.2% |
| Participant deferral / active EE | $5,764 | $5,250+9.8% | $6,927-16.8% | $3,470+66.1% |
| Admin fee / account holder | $5,711 | $6,741-15.3% | $10,705-46.7% | $4,888+16.8% |