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 | $166,124 | $84,527+96.5% | $67,711+145.3% | $125,391+32.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -0.23% | 2.57%-2.8pp | 25.41%-25.6pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,986 | $3,292-39.7% | $2,559-22.4% | $4,866-59.2% |
| Participant deferral / active EE | $7,100 | $4,429+60.3% | $3,585+98.1% | $5,352+32.7% |
| Admin fee / account holder | $619 | $5,340-88.4% | $4,255-85.4% | $9,540-93.5% |