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 | $114,777 | $92,222+24.5% | $76,768+49.5% | $135,375-15.2% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -6.51% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,712 | $3,216-46.8% | $2,485-31.1% | $4,779-64.2% |
| Participant deferral / active EE | $5,292 | $4,509+17.4% | $3,852+37.4% | $5,609-5.7% |
| Admin fee / account holder | $4,853 | $10,748-54.8% | $6,675-27.3% | $10,827-55.2% |