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 | $161,747 | $95,193+69.9% | $76,523+111.4% | $135,375+19.5% |
| Participation rate | 76.2% | 74.4%+1.8pp | 68.0%+8.2pp | 82.6%-6.5pp |
| Annual return | -4.48% | 4.85%-9.3pp | -0.27%-4.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,063 | $3,302-7.2% | $2,647+15.7% | $4,779-35.9% |
| Participant deferral / active EE | $6,610 | $4,639+42.5% | $3,835+72.3% | $5,609+17.8% |
| Admin fee / account holder | $1,528 | $6,249-75.5% | $4,848-68.5% | $10,827-85.9% |