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 | $93,382 | $97,044-3.8% | $83,333+12.1% | $135,375-31.0% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -8.28% | 12.31%-20.6pp | 10.63%-18.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,834 | $4,143-7.5% | $3,379+13.5% | $4,779-19.8% |
| Participant deferral / active EE | $10,002 | $5,964+67.7% | $5,565+79.7% | $5,609+78.3% |
| Admin fee / account holder | $2,996 | $8,380-64.2% | $7,510-60.1% | $10,827-72.3% |