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 | $102,129 | $69,518+46.9% | $59,878+70.6% | $135,375-24.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.7%+3.1pp | 82.6%-4.9pp |
| Annual return | -3.90% | 7.94%-11.8pp | 3.46%-7.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $8,333 | $3,235+157.6% | $2,722+206.2% | $4,779+74.4% |
| Participant deferral / active EE | $3,972 | $4,206-5.6% | $3,402+16.8% | $5,609-29.2% |
| Admin fee / account holder | $6,553 | $5,734+14.3% | $3,590+82.5% | $10,827-39.5% |