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 | $127,163 | $93,024+36.7% | $77,024+65.1% | $134,475-5.4% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -17.32% | 62.60%-79.9pp | 42.32%-59.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,765 | $3,418-48.4% | $2,812-37.2% | $4,740-62.8% |
| Participant deferral / active EE | $5,832 | $5,238+11.3% | $4,426+31.8% | $6,400-8.9% |
| Admin fee / account holder | $13,150 | $6,944+89.4% | $5,425+142.4% | $11,426+15.1% |