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 | $171,245 | $95,862+78.6% | $79,550+115.3% | $134,475+27.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -9.05% | -2.69%-6.4pp | 0.16%-9.2pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,987 | $3,128-36.5% | $2,413-17.6% | $4,740-58.1% |
| Participant deferral / active EE | $8,709 | $4,693+85.6% | $3,985+118.5% | $6,400+36.1% |
| Admin fee / account holder | $1,913 | $9,126-79.0% | $6,832-72.0% | $11,426-83.3% |