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 7-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 | $108,323 | $77,813+39.2% | $123,544-12.3% | $64,186+68.8% |
| Participation rate | 80.5% | 74.7%+5.8pp | 82.3%-1.8pp | 69.6%+10.9pp |
| Annual return | -1.53% | 12.48%-14.0pp | 119.20%-120.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $3,888 | $3,014+29.0% | $4,628-16.0% | $2,381+63.3% |
| Participant deferral / active EE | $9,278 | $5,240+77.1% | $6,426+44.4% | $3,470+167.4% |
| Admin fee / account holder | $1,385 | $5,519-74.9% | $9,284-85.1% | $4,888-71.7% |