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 | $159,278 | $133,958+18.9% | $112,228+41.9% | $134,475+18.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -14.42% | 47.11%-61.5pp | 27.45%-41.9pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,811 | $4,038-55.2% | $3,635-50.2% | $4,740-61.8% |
| Participant deferral / active EE | $4,904 | $5,291-7.3% | $4,728+3.7% | $6,400-23.4% |
| Admin fee / account holder | $2,431 | $7,489-67.5% | $6,410-62.1% | $11,426-78.7% |