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 | $123,446 | $92,222+33.9% | $76,768+60.8% | $135,375-8.8% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -4.28% | 5.46%-9.7pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,300 | $3,216-59.6% | $2,485-47.7% | $4,779-72.8% |
| Participant deferral / active EE | $4,878 | $4,509+8.2% | $3,852+26.7% | $5,609-13.0% |
| Admin fee / account holder | $5,125 | $10,748-52.3% | $6,675-23.2% | $10,827-52.7% |