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 9-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 | $105,076 | $85,790+22.5% | $67,313+56.1% | $135,375-22.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -5.22% | -0.54%-4.7pp | -4.08%-1.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,583 | $3,487-25.9% | $2,566+0.7% | $4,779-45.9% |
| Participant deferral / active EE | $3,512 | $4,651-24.5% | $3,568-1.6% | $5,609-37.4% |
| Admin fee / account holder | $14,551 | $6,392+127.6% | $4,507+222.9% | $10,827+34.4% |