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 | $128,033 | $69,518+84.2% | $59,878+113.8% | $135,375-5.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -0.78% | 7.94%-8.7pp | 3.46%-4.2pp | 519.73%-520.5pp |
| Employer contribution / active EE | $3,825 | $3,235+18.2% | $2,722+40.5% | $4,779-20.0% |
| Participant deferral / active EE | $8,643 | $4,206+105.5% | $3,402+154.1% | $5,609+54.1% |
| Admin fee / account holder | $5,237 | $5,734-8.7% | $3,590+45.9% | $10,827-51.6% |