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 | $136,827 | $85,790+59.5% | $67,313+103.3% | $135,375+1.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -5.49% | -0.54%-5.0pp | -4.08%-1.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,310 | $3,487-5.1% | $2,566+29.0% | $4,779-30.7% |
| Participant deferral / active EE | $8,540 | $4,651+83.6% | $3,568+139.3% | $5,609+52.3% |
| Admin fee / account holder | $35,122 | $6,392+449.4% | $4,507+679.3% | $10,827+224.4% |