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 | $140,280 | $92,222+52.1% | $76,768+82.7% | $135,375+3.6% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -6.78% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,593 | $3,216-50.5% | $2,485-35.9% | $4,779-66.7% |
| Participant deferral / active EE | $3,058 | $4,509-32.2% | $3,852-20.6% | $5,609-45.5% |
| Admin fee / account holder | $2,058 | $10,748-80.9% | $6,675-69.2% | $10,827-81.0% |