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 | $96,636 | $92,222+4.8% | $76,768+25.9% | $135,375-28.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -4.87% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,208 | $3,216-0.2% | $2,485+29.1% | $4,779-32.9% |
| Participant deferral / active EE | $2,652 | $4,509-41.2% | $3,852-31.2% | $5,609-52.7% |
| Admin fee / account holder | $557 | $10,748-94.8% | $6,675-91.6% | $10,827-94.9% |