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 | $97,160 | $94,529+2.8% | $140,016-30.6% | $64,186+51.4% |
| Participation rate | 70.8% | 84.1%-13.3pp | 87.5%-16.7pp | 69.6%+1.2pp |
| Annual return | -3.98% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,870 | $3,812-24.7% | $5,606-48.8% | $2,381+20.6% |
| Participant deferral / active EE | $3,657 | $5,250-30.3% | $6,927-47.2% | $3,470+5.4% |
| Admin fee / account holder | $14,008 | $6,741+107.8% | $10,705+30.8% | $4,888+186.6% |