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 | $229,782 | $95,862+139.7% | $79,550+188.9% | $134,475+70.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -17.08% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,010 | $3,128-3.8% | $2,413+24.7% | $4,740-36.5% |
| Participant deferral / active EE | $9,196 | $4,693+95.9% | $3,985+130.7% | $6,400+43.7% |
| Admin fee / account holder | $8,222 | $9,126-9.9% | $6,832+20.3% | $11,426-28.0% |