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 | $110,389 | $94,529+16.8% | $140,016-21.2% | $64,186+72.0% |
| Participation rate | 70.7% | 84.1%-13.4pp | 87.5%-16.8pp | 69.6%+1.2pp |
| Annual return | -6.99% | 7.77%-14.8pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,507 | $3,812-60.5% | $5,606-73.1% | $2,381-36.7% |
| Participant deferral / active EE | $6,028 | $5,250+14.8% | $6,927-13.0% | $3,470+73.7% |
| Admin fee / account holder | $766 | $6,741-88.6% | $10,705-92.8% | $4,888-84.3% |