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 | $116,231 | $92,222+26.0% | $76,768+51.4% | $135,375-14.1% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -6.07% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,537 | $3,216+10.0% | $2,485+42.3% | $4,779-26.0% |
| Participant deferral / active EE | $7,384 | $4,509+63.8% | $3,852+91.7% | $5,609+31.7% |
| Admin fee / account holder | $2,655 | $10,748-75.3% | $6,675-60.2% | $10,827-75.5% |