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 | $122,798 | $86,699+41.6% | $73,307+67.5% | $125,391-2.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | -2.30% | 2.78%-5.1pp | 5.67%-8.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,619 | $4,152-36.9% | $3,237-19.1% | $4,866-46.2% |
| Participant deferral / active EE | $5,420 | $5,550-2.3% | $4,991+8.6% | $5,352+1.3% |
| Admin fee / account holder | $2,688 | $7,771-65.4% | $5,637-52.3% | $9,540-71.8% |