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 8-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 | $111,005 | $87,540+26.8% | $75,781+46.5% | $125,391-11.5% |
| Participation rate | 85.0% | 80.2%+4.8pp | 75.8%+9.2pp | 83.2%+1.8pp |
| Annual return | -0.97% | 13.48%-14.5pp | 9.68%-10.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,789 | $3,930-29.0% | $3,323-16.1% | $4,866-42.7% |
| Participant deferral / active EE | $3,862 | $4,229-8.7% | $3,651+5.8% | $5,352-27.8% |
| Admin fee / account holder | $5,140 | $6,502-20.9% | $5,299-3.0% | $9,540-46.1% |