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 | $122,335 | $92,222+32.7% | $76,768+59.4% | $135,375-9.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -5.93% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,072 | $3,216-66.7% | $2,485-56.9% | $4,779-77.6% |
| Participant deferral / active EE | $1,543 | $4,509-65.8% | $3,852-59.9% | $5,609-72.5% |
| Admin fee / account holder | $926 | $10,748-91.4% | $6,675-86.1% | $10,827-91.5% |