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 | $159,841 | $167,484-4.6% | $151,611+5.4% | $134,475+18.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -4.12% | 7.80%-11.9pp | 3.33%-7.5pp | 417.96%-422.1pp |
| Employer contribution / active EE | $3,572 | $6,829-47.7% | $6,166-42.1% | $4,740-24.6% |
| Participant deferral / active EE | $5,941 | $8,986-33.9% | $8,363-29.0% | $6,400-7.2% |
| Admin fee / account holder | $15,017 | $13,783+9.0% | $11,616+29.3% | $11,426+31.4% |