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 | $126,038 | $85,790+46.9% | $67,313+87.2% | $135,375-6.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | -6.93% | -0.54%-6.4pp | -4.08%-2.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,931 | $3,487-44.6% | $2,566-24.8% | $4,779-59.6% |
| Participant deferral / active EE | $8,609 | $4,651+85.1% | $3,568+141.3% | $5,609+53.5% |
| Admin fee / account holder | $3,563 | $6,392-44.3% | $4,507-20.9% | $10,827-67.1% |