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 | $135,539 | $93,024+45.7% | $77,024+76.0% | $134,475+0.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -12.08% | 62.60%-74.7pp | 42.32%-54.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,285 | $3,418-3.9% | $2,812+16.8% | $4,740-30.7% |
| Participant deferral / active EE | $6,979 | $5,238+33.3% | $4,426+57.7% | $6,400+9.1% |
| Admin fee / account holder | $12,524 | $6,944+80.4% | $5,425+130.8% | $11,426+9.6% |