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 | $68,375 | $94,529-27.7% | $140,016-51.2% | $64,186+6.5% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | -5.94% | 7.77%-13.7pp | 651.12%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,837 | $3,812-51.8% | $5,606-67.2% | $2,381-22.9% |
| Participant deferral / active EE | $3,302 | $5,250-37.1% | $6,927-52.3% | $3,470-4.8% |
| Admin fee / account holder | $13,075 | $6,741+94.0% | $10,705+22.1% | $4,888+167.5% |