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 5-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 | $87,008 | $93,024-6.5% | $77,024+13.0% | $134,475-35.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -17.94% | 62.60%-80.5pp | 42.32%-60.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,385 | $3,418-1.0% | $2,812+20.4% | $4,740-28.6% |
| Participant deferral / active EE | $4,878 | $5,238-6.9% | $4,426+10.2% | $6,400-23.8% |
| Admin fee / account holder | $2,611 | $6,944-62.4% | $5,425-51.9% | $11,426-77.2% |