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 | $145,293 | $85,790+69.4% | $67,313+115.8% | $135,375+7.3% |
| Participation rate | 78.3% | 76.5%+1.8pp | 69.1%+9.2pp | 82.6%-4.4pp |
| Annual return | -7.31% | -0.54%-6.8pp | -4.08%-3.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,944 | $3,487-15.6% | $2,566+14.7% | $4,779-38.4% |
| Participant deferral / active EE | $5,944 | $4,651+27.8% | $3,568+66.6% | $5,609+6.0% |
| Admin fee / account holder | $1,214 | $6,392-81.0% | $4,507-73.1% | $10,827-88.8% |