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 | $82,430 | $94,529-12.8% | $140,016-41.1% | $64,186+28.4% |
| Participation rate | 83.7% | 84.1%-0.4pp | 87.5%-3.8pp | 69.6%+14.2pp |
| Annual return | -5.22% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,279 | $3,812-66.5% | $5,606-77.2% | $2,381-46.3% |
| Participant deferral / active EE | $3,739 | $5,250-28.8% | $6,927-46.0% | $3,470+7.8% |
| Admin fee / account holder | $1,108 | $6,741-83.6% | $10,705-89.7% | $4,888-77.3% |