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 | $139,800 | $92,222+51.6% | $76,768+82.1% | $135,375+3.3% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -5.49% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,320 | $3,216-27.9% | $2,485-6.7% | $4,779-51.5% |
| Participant deferral / active EE | $8,249 | $4,509+83.0% | $3,852+114.2% | $5,609+47.1% |
| Admin fee / account holder | $593 | $10,748-94.5% | $6,675-91.1% | $10,827-94.5% |