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 | $87,754 | $94,529-7.2% | $140,016-37.3% | $64,186+36.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 87.5%+4.2pp | 69.6%+22.1pp |
| Annual return | -4.35% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,622 | $3,812-57.5% | $5,606-71.1% | $2,381-31.9% |
| Participant deferral / active EE | $5,906 | $5,250+12.5% | $6,927-14.7% | $3,470+70.2% |
| Admin fee / account holder | $6,931 | $6,741+2.8% | $10,705-35.3% | $4,888+41.8% |