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 | $113,113 | $94,529+19.7% | $140,016-19.2% | $64,186+76.2% |
| Participation rate | 86.4% | 84.1%+2.3pp | 87.5%-1.1pp | 69.6%+16.8pp |
| Annual return | -5.64% | 7.77%-13.4pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,401 | $3,812-63.2% | $5,606-75.0% | $2,381-41.1% |
| Participant deferral / active EE | $5,629 | $5,250+7.2% | $6,927-18.7% | $3,470+62.2% |
| Admin fee / account holder | $3,836 | $6,741-43.1% | $10,705-64.2% | $4,888-21.5% |