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 | $111,248 | $91,911+21.0% | $68,793+61.7% | $135,375-17.8% |
| Participation rate | 87.5% | 76.7%+10.8pp | 72.2%+15.3pp | 82.6%+4.9pp |
| Annual return | -6.51% | -8.22%+1.7pp | -4.63%-1.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,197 | $3,924-44.0% | $2,625-16.3% | $4,779-54.0% |
| Participant deferral / active EE | $4,983 | $4,315+15.5% | $3,311+50.5% | $5,609-11.2% |
| Admin fee / account holder | $7,406 | $9,240-19.9% | $5,131+44.3% | $10,827-31.6% |