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 | $74,766 | $94,529-20.9% | $140,016-46.6% | $64,186+16.5% |
| Participation rate | 80.4% | 84.1%-3.7pp | 87.5%-7.1pp | 69.6%+10.8pp |
| Annual return | -5.55% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,535 | $3,812-59.7% | $5,606-72.6% | $2,381-35.5% |
| Participant deferral / active EE | $3,609 | $5,250-31.3% | $6,927-47.9% | $3,470+4.0% |
| Admin fee / account holder | $12,208 | $6,741+81.1% | $10,705+14.0% | $4,888+149.8% |