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 9-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 | $87,025 | $94,529-7.9% | $140,016-37.8% | $64,186+35.6% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | -5.58% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,797 | $3,812-52.9% | $5,606-68.0% | $2,381-24.5% |
| Participant deferral / active EE | $4,390 | $5,250-16.4% | $6,927-36.6% | $3,470+26.5% |
| Admin fee / account holder | $6,626 | $6,741-1.7% | $10,705-38.1% | $4,888+35.6% |