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 | $56,903 | $94,529-39.8% | $140,016-59.4% | $64,186-11.3% |
| Participation rate | 78.9% | 84.1%-5.2pp | 87.5%-8.6pp | 69.6%+9.3pp |
| Annual return | -5.52% | 7.77%-13.3pp | 651.12%-656.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,007 | $3,812-47.3% | $5,606-64.2% | $2,381-15.7% |
| Participant deferral / active EE | $4,127 | $5,250-21.4% | $6,927-40.4% | $3,470+18.9% |
| Admin fee / account holder | $3,179 | $6,741-52.8% | $10,705-70.3% | $4,888-35.0% |