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 | $67,840 | $94,529-28.2% | $140,016-51.5% | $64,186+5.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 87.5%-4.2pp | 69.6%+13.8pp |
| Annual return | -6.18% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,630 | $3,812-31.0% | $5,606-53.1% | $2,381+10.5% |
| Participant deferral / active EE | $3,095 | $5,250-41.0% | $6,927-55.3% | $3,470-10.8% |
| Admin fee / account holder | $845 | $6,741-87.5% | $10,705-92.1% | $4,888-82.7% |