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 | $104,087 | $92,222+12.9% | $76,768+35.6% | $135,375-23.1% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -4.52% | 5.46%-10.0pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,295 | $3,216-59.7% | $2,485-47.9% | $4,779-72.9% |
| Participant deferral / active EE | $2,357 | $4,509-47.7% | $3,852-38.8% | $5,609-58.0% |
| Admin fee / account holder | $18,444 | $10,748+71.6% | $6,675+176.3% | $10,827+70.3% |