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 | $164,605 | $85,713+92.0% | $86,677+89.9% | - |
| Participation rate | 89.9% | 72.2%+17.7pp | 76.6%+13.3pp | - |
| Annual return | -11.30% | -20.12%+8.8pp | 35.91%-47.2pp | - |
| Employer contribution / active EE | $2,525 | $1,789+41.1% | $2,836-11.0% | - |
| Participant deferral / active EE | $3,739 | $3,318+12.7% | $4,656-19.7% | - |
| Admin fee / account holder | $19,558 | $28,935-32.4% | $7,493+161.0% | - |