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 | $145,651 | $95,862+51.9% | $79,550+83.1% | $134,475+8.3% |
| Participation rate | 89.5% | 75.0%+14.4pp | 69.5%+20.0pp | 81.2%+8.3pp |
| Annual return | -12.58% | -2.69%-9.9pp | 0.16%-12.7pp | 417.96%-430.5pp |
| Employer contribution / active EE | $5,947 | $3,128+90.1% | $2,413+146.4% | $4,740+25.5% |
| Participant deferral / active EE | $4,387 | $4,693-6.5% | $3,985+10.1% | $6,400-31.5% |
| Admin fee / account holder | $571 | $9,126-93.7% | $6,832-91.6% | $11,426-95.0% |