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 | $47,712 | $94,529-49.5% | $140,016-65.9% | $64,186-25.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 87.5%+3.4pp | 69.6%+21.3pp |
| Annual return | -2.63% | 7.77%-10.4pp | 651.12%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,173 | $3,812-69.2% | $5,606-79.1% | $2,381-50.7% |
| Participant deferral / active EE | $3,706 | $5,250-29.4% | $6,927-46.5% | $3,470+6.8% |
| Admin fee / account holder | $14,505 | $6,741+115.2% | $10,705+35.5% | $4,888+196.7% |