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 | $92,048 | $92,222-0.2% | $76,768+19.9% | $135,375-32.0% |
| Participation rate | 85.0% | 79.8%+5.2pp | 77.0%+8.0pp | 82.6%+2.4pp |
| Annual return | -6.64% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,505 | $3,216+9.0% | $2,485+41.0% | $4,779-26.7% |
| Participant deferral / active EE | $6,868 | $4,509+52.3% | $3,852+78.3% | $5,609+22.4% |
| Admin fee / account holder | $2,463 | $10,748-77.1% | $6,675-63.1% | $10,827-77.3% |