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 | $85,765 | $94,529-9.3% | $140,016-38.7% | $64,186+33.6% |
| Participation rate | 82.4% | 84.1%-1.7pp | 87.5%-5.1pp | 69.6%+12.8pp |
| Annual return | -3.10% | 7.77%-10.9pp | 651.12%-654.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,077 | $3,812-45.5% | $5,606-62.9% | $2,381-12.8% |
| Participant deferral / active EE | $3,095 | $5,250-41.0% | $6,927-55.3% | $3,470-10.8% |
| Admin fee / account holder | $7,181 | $6,741+6.5% | $10,705-32.9% | $4,888+46.9% |