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 | $99,627 | $92,222+8.0% | $76,768+29.8% | $135,375-26.4% |
| Participation rate | 86.4% | 79.8%+6.6pp | 77.0%+9.4pp | 82.6%+3.7pp |
| Annual return | -2.55% | 5.46%-8.0pp | 2.43%-5.0pp | 519.73%-522.3pp |
| Employer contribution / active EE | $1,565 | $3,216-51.3% | $2,485-37.0% | $4,779-67.3% |
| Participant deferral / active EE | $3,818 | $4,509-15.3% | $3,852-0.9% | $5,609-31.9% |
| Admin fee / account holder | $7,968 | $10,748-25.9% | $6,675+19.4% | $10,827-26.4% |