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 | $32,329 | $92,222-64.9% | $76,768-57.9% | $135,375-76.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -1.35% | 5.46%-6.8pp | 2.43%-3.8pp | 519.73%-521.1pp |
| Employer contribution / active EE | $3,091 | $3,216-3.9% | $2,485+24.4% | $4,779-35.3% |
| Participant deferral / active EE | $4,294 | $4,509-4.8% | $3,852+11.5% | $5,609-23.4% |
| Admin fee / account holder | $20,209 | $10,748+88.0% | $6,675+202.8% | $10,827+86.7% |