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 | $152,233 | $97,044+56.9% | $83,333+82.7% | $135,375+12.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -7.02% | 12.31%-19.3pp | 10.63%-17.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,646 | $4,143+84.6% | $3,379+126.3% | $4,779+60.0% |
| Participant deferral / active EE | $8,003 | $5,964+34.2% | $5,565+43.8% | $5,609+42.7% |
| Admin fee / account holder | $1,025 | $8,380-87.8% | $7,510-86.4% | $10,827-90.5% |