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 | $113,360 | $127,100-10.8% | $105,738+7.2% | $135,375-16.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 76.3%+1.4pp | 82.6%-4.9pp |
| Annual return | -3.80% | 4.49%-8.3pp | 6.27%-10.1pp | 519.73%-523.5pp |
| Employer contribution / active EE | $8,024 | $4,107+95.4% | $3,268+145.5% | $4,779+67.9% |
| Participant deferral / active EE | $9,448 | $5,064+86.6% | $4,080+131.6% | $5,609+68.4% |
| Admin fee / account holder | $22,225 | $9,087+144.6% | $6,913+221.5% | $10,827+105.3% |