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 | $124,947 | $92,222+35.5% | $76,768+62.8% | $135,375-7.7% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -2.99% | 5.46%-8.4pp | 2.43%-5.4pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,604 | $3,216-19.0% | $2,485+4.8% | $4,779-45.5% |
| Participant deferral / active EE | $3,520 | $4,509-21.9% | $3,852-8.6% | $5,609-37.2% |
| Admin fee / account holder | $8,396 | $10,748-21.9% | $6,675+25.8% | $10,827-22.5% |