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 | $55,790 | $94,529-41.0% | $140,016-60.2% | $64,186-13.1% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -3.43% | 7.77%-11.2pp | 651.12%-654.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,288 | $3,812-66.2% | $5,606-77.0% | $2,381-45.9% |
| Participant deferral / active EE | $2,539 | $5,250-51.6% | $6,927-63.3% | $3,470-26.8% |
| Admin fee / account holder | $11,626 | $6,741+72.5% | $10,705+8.6% | $4,888+137.8% |