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 | $141,772 | $92,222+53.7% | $76,768+84.7% | $135,375+4.7% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -1.00% | 5.46%-6.5pp | 2.43%-3.4pp | 519.73%-520.7pp |
| Employer contribution / active EE | $639 | $3,216-80.1% | $2,485-74.3% | $4,779-86.6% |
| Participant deferral / active EE | $5,052 | $4,509+12.0% | $3,852+31.2% | $5,609-9.9% |
| Admin fee / account holder | $4,987 | $10,748-53.6% | $6,675-25.3% | $10,827-53.9% |