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 | $87,289 | $94,529-7.7% | $140,016-37.7% | $64,186+36.0% |
| Participation rate | 92.2% | 84.1%+8.1pp | 87.5%+4.7pp | 69.6%+22.6pp |
| Annual return | -4.50% | 7.77%-12.3pp | 651.12%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,390 | $3,812-63.5% | $5,606-75.2% | $2,381-41.6% |
| Participant deferral / active EE | $3,880 | $5,250-26.1% | $6,927-44.0% | $3,470+11.8% |
| Admin fee / account holder | $50,690 | $6,741+652.0% | $10,705+373.5% | $4,888+937.0% |