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 | $115,966 | $94,529+22.7% | $140,016-17.2% | $64,186+80.7% |
| Participation rate | 91.2% | 84.1%+7.1pp | 87.5%+3.7pp | 69.6%+21.7pp |
| Annual return | -4.61% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,293 | $3,812-39.9% | $5,606-59.1% | $2,381-3.7% |
| Participant deferral / active EE | $5,300 | $5,250+0.9% | $6,927-23.5% | $3,470+52.8% |
| Admin fee / account holder | $1,444 | $6,741-78.6% | $10,705-86.5% | $4,888-70.5% |