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 | $124,019 | $211,958-41.5% | $169,463-26.8% | $135,375-8.4% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -0.22% | 3.26%-3.5pp | 1.83%-2.0pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,337 | $5,120-73.9% | $4,159-67.8% | $4,779-72.0% |
| Participant deferral / active EE | $5,321 | $6,075-12.4% | $5,277+0.8% | $5,609-5.1% |
| Admin fee / account holder | $7,333 | $11,471-36.1% | $9,109-19.5% | $10,827-32.3% |