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 | $96,811 | $85,790+12.8% | $67,313+43.8% | $135,375-28.5% |
| Participation rate | 81.3% | 76.5%+4.8pp | 69.1%+12.2pp | 82.6%-1.4pp |
| Annual return | -6.69% | -0.54%-6.2pp | -4.08%-2.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,814 | $3,487-48.0% | $2,566-29.3% | $4,779-62.0% |
| Participant deferral / active EE | $3,029 | $4,651-34.9% | $3,568-15.1% | $5,609-46.0% |
| Admin fee / account holder | $2,379 | $6,392-62.8% | $4,507-47.2% | $10,827-78.0% |