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 | $109,628 | $85,790+27.8% | $67,313+62.9% | $135,375-19.0% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -5.54% | -0.54%-5.0pp | -4.08%-1.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,706 | $3,487-22.4% | $2,566+5.5% | $4,779-43.4% |
| Participant deferral / active EE | $9,674 | $4,651+108.0% | $3,568+171.1% | $5,609+72.5% |
| Admin fee / account holder | $14,687 | $6,392+129.8% | $4,507+225.9% | $10,827+35.7% |