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 | $169,009 | $92,222+83.3% | $76,768+120.2% | $135,375+24.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.84% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,896 | $3,216-41.1% | $2,485-23.7% | $4,779-60.3% |
| Participant deferral / active EE | $4,628 | $4,509+2.6% | $3,852+20.2% | $5,609-17.5% |
| Admin fee / account holder | $11,946 | $10,748+11.1% | $6,675+79.0% | $10,827+10.3% |