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 | $96,618 | $92,222+4.8% | $76,768+25.9% | $135,375-28.6% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -7.84% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,406 | $3,216-25.2% | $2,485-3.2% | $4,779-49.7% |
| Participant deferral / active EE | $5,154 | $4,509+14.3% | $3,852+33.8% | $5,609-8.1% |
| Admin fee / account holder | $15,914 | $10,748+48.1% | $6,675+138.4% | $10,827+47.0% |