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 | $184,536 | $92,222+100.1% | $76,768+140.4% | $135,375+36.3% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -4.94% | 5.46%-10.4pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,025 | $3,216-37.0% | $2,485-18.5% | $4,779-57.6% |
| Participant deferral / active EE | $10,124 | $4,509+124.6% | $3,852+162.9% | $5,609+80.5% |
| Admin fee / account holder | $4,960 | $10,748-53.8% | $6,675-25.7% | $10,827-54.2% |