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 | $210,288 | $92,222+128.0% | $76,768+173.9% | $135,375+55.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.94% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,953 | $3,216-39.3% | $2,485-21.4% | $4,779-59.1% |
| Participant deferral / active EE | $5,054 | $4,509+12.1% | $3,852+31.2% | $5,609-9.9% |
| Admin fee / account holder | $2,425 | $10,748-77.4% | $6,675-63.7% | $10,827-77.6% |