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 9-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 | $102,476 | $92,222+11.1% | $76,768+33.5% | $135,375-24.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.84% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,863 | $3,216-42.1% | $2,485-25.0% | $4,779-61.0% |
| Participant deferral / active EE | $6,120 | $4,509+35.7% | $3,852+58.9% | $5,609+9.1% |
| Admin fee / account holder | $1,582 | $10,748-85.3% | $6,675-76.3% | $10,827-85.4% |