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 | $132,270 | $69,518+90.3% | $59,878+120.9% | $135,375-2.3% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.7%-0.8pp | 82.6%-8.7pp |
| Annual return | -4.51% | 7.94%-12.5pp | 3.46%-8.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,659 | $3,235+44.0% | $2,722+71.2% | $4,779-2.5% |
| Participant deferral / active EE | $3,617 | $4,206-14.0% | $3,402+6.3% | $5,609-35.5% |
| Admin fee / account holder | $7,530 | $5,734+31.3% | $3,590+109.7% | $10,827-30.5% |