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 | $56,802 | $94,529-39.9% | $140,016-59.4% | $64,186-11.5% |
| Participation rate | 71.9% | 84.1%-12.2pp | 87.5%-15.6pp | 69.6%+2.3pp |
| Annual return | -3.38% | 7.77%-11.1pp | 651.12%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,730 | $3,812-54.6% | $5,606-69.1% | $2,381-27.3% |
| Participant deferral / active EE | $2,761 | $5,250-47.4% | $6,927-60.1% | $3,470-20.4% |
| Admin fee / account holder | $20,593 | $6,741+205.5% | $10,705+92.4% | $4,888+321.3% |