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 | $120,083 | $107,791+11.4% | $90,645+32.5% | $135,375-11.3% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.0%+18.8pp | 82.6%+10.2pp |
| Annual return | -5.45% | -0.90%-4.5pp | 1.88%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $6,120 | $3,018+102.8% | $2,532+141.7% | $4,779+28.1% |
| Participant deferral / active EE | $2,501 | $3,872-35.4% | $3,425-27.0% | $5,609-55.4% |
| Admin fee / account holder | $919 | $5,930-84.5% | $4,994-81.6% | $10,827-91.5% |