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 | $116,107 | $78,694+47.5% | $67,652+71.6% | $125,391-7.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -2.81% | 9.46%-12.3pp | 6625.04%-6627.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $632 | $3,044-79.2% | $2,266-72.1% | $4,866-87.0% |
| Participant deferral / active EE | $4,365 | $4,292+1.7% | $3,560+22.6% | $5,352-18.4% |
| Admin fee / account holder | $6,972 | $7,403-5.8% | $4,821+44.6% | $9,540-26.9% |