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 | $122,117 | $77,813+56.9% | $123,544-1.2% | $64,186+90.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -5.95% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,119 | $3,014+3.5% | $4,628-32.6% | $2,381+31.0% |
| Participant deferral / active EE | $6,616 | $5,240+26.3% | $6,426+3.0% | $3,470+90.7% |
| Admin fee / account holder | $34,553 | $5,519+526.1% | $9,284+272.2% | $4,888+606.9% |