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 | $137,066 | $95,862+43.0% | $79,550+72.3% | $134,475+1.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -15.05% | -2.69%-12.4pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,815 | $3,128-10.0% | $2,413+16.7% | $4,740-40.6% |
| Participant deferral / active EE | $8,238 | $4,693+75.6% | $3,985+106.7% | $6,400+28.7% |
| Admin fee / account holder | $454 | $9,126-95.0% | $6,832-93.4% | $11,426-96.0% |