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 | $145,442 | $211,958-31.4% | $169,463-14.2% | $135,375+7.4% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -7.20% | 3.26%-10.5pp | 1.83%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,235 | $5,120-56.3% | $4,159-46.3% | $4,779-53.2% |
| Participant deferral / active EE | $5,539 | $6,075-8.8% | $5,277+5.0% | $5,609-1.3% |
| Admin fee / account holder | $703 | $11,471-93.9% | $9,109-92.3% | $10,827-93.5% |