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 | $76,368 | $94,529-19.2% | $140,016-45.5% | $64,186+19.0% |
| Participation rate | 76.0% | 84.1%-8.1pp | 87.5%-11.5pp | 69.6%+6.4pp |
| Annual return | -2.84% | 7.77%-10.6pp | 651.12%-654.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,725 | $3,812-54.8% | $5,606-69.2% | $2,381-27.5% |
| Participant deferral / active EE | $2,814 | $5,250-46.4% | $6,927-59.4% | $3,470-18.9% |
| Admin fee / account holder | $3,071 | $6,741-54.4% | $10,705-71.3% | $4,888-37.2% |