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 | $123,175 | $71,883+71.4% | $86,677+42.1% | $68,494+79.8% |
| Participation rate | 71.7% | 72.2%-0.5pp | 76.6%-4.8pp | 67.9%+3.9pp |
| Annual return | -6.04% | 3.52%-9.6pp | 35.91%-41.9pp | -7.84%+1.8pp |
| Employer contribution / active EE | $3,849 | $2,173+77.1% | $2,836+35.7% | $2,596+48.2% |
| Participant deferral / active EE | $8,674 | $3,779+129.5% | $4,656+86.3% | $4,027+115.4% |
| Admin fee / account holder | $33,356 | $6,112+445.8% | $7,493+345.1% | $5,403+517.4% |