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 | $101,652 | $92,222+10.2% | $76,768+32.4% | $135,375-24.9% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -4.75% | 5.46%-10.2pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $812 | $3,216-74.8% | $2,485-67.3% | $4,779-83.0% |
| Participant deferral / active EE | $5,172 | $4,509+14.7% | $3,852+34.3% | $5,609-7.8% |
| Admin fee / account holder | $19,629 | $10,748+82.6% | $6,675+194.1% | $10,827+81.3% |