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 | $93,124 | $94,529-1.5% | $140,016-33.5% | $64,186+45.1% |
| Participation rate | 91.8% | 84.1%+7.7pp | 87.5%+4.3pp | 69.6%+22.2pp |
| Annual return | -3.56% | 7.77%-11.3pp | 651.12%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,521 | $3,812-33.9% | $5,606-55.0% | $2,381+5.9% |
| Participant deferral / active EE | $5,398 | $5,250+2.8% | $6,927-22.1% | $3,470+55.6% |
| Admin fee / account holder | $14,600 | $6,741+116.6% | $10,705+36.4% | $4,888+198.7% |