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 | $136,691 | $92,222+48.2% | $76,768+78.1% | $135,375+1.0% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -3.33% | 5.46%-8.8pp | 2.43%-5.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $952 | $3,216-70.4% | $2,485-61.7% | $4,779-80.1% |
| Participant deferral / active EE | $3,399 | $4,509-24.6% | $3,852-11.7% | $5,609-39.4% |
| Admin fee / account holder | $13,655 | $10,748+27.0% | $6,675+104.6% | $10,827+26.1% |