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 | $103,458 | $94,529+9.4% | $140,016-26.1% | $64,186+61.2% |
| Participation rate | 81.6% | 84.1%-2.5pp | 87.5%-5.9pp | 69.6%+12.0pp |
| Annual return | -4.81% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,997 | $3,812-21.4% | $5,606-46.5% | $2,381+25.9% |
| Participant deferral / active EE | $6,473 | $5,250+23.3% | $6,927-6.6% | $3,470+86.6% |
| Admin fee / account holder | $3,770 | $6,741-44.1% | $10,705-64.8% | $4,888-22.9% |