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 | $128,738 | $211,958-39.3% | $169,463-24.0% | $135,375-4.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -5.74% | 3.26%-9.0pp | 1.83%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,902 | $5,120-43.3% | $4,159-30.2% | $4,779-39.3% |
| Participant deferral / active EE | $9,643 | $6,075+58.7% | $5,277+82.7% | $5,609+71.9% |
| Admin fee / account holder | $10,026 | $11,471-12.6% | $9,109+10.1% | $10,827-7.4% |