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 | $238,420 | $152,651+56.2% | $105,218+126.6% | $125,391+90.1% |
| Participation rate | 80.0% | 81.5%-1.5pp | 77.2%+2.8pp | 83.2%-3.2pp |
| Annual return | -1.44% | 8.24%-9.7pp | 5.33%-6.8pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,553 | $4,802-67.7% | $3,255-52.3% | $4,866-68.1% |
| Participant deferral / active EE | $3,612 | $6,660-45.8% | $4,867-25.8% | $5,352-32.5% |
| Admin fee / account holder | $32,988 | $14,248+131.5% | $6,992+371.8% | $9,540+245.8% |