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 | $133,472 | $92,222+44.7% | $76,768+73.9% | $135,375-1.4% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -6.47% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,561 | $3,216-51.5% | $2,485-37.2% | $4,779-67.3% |
| Participant deferral / active EE | $7,972 | $4,509+76.8% | $3,852+107.0% | $5,609+42.1% |
| Admin fee / account holder | $16,608 | $10,748+54.5% | $6,675+148.8% | $10,827+53.4% |