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 | $139,194 | $100,754+38.2% | $86,677+60.6% | $134,475+3.5% |
| Participation rate | 79.2% | 78.9%+0.2pp | 76.6%+2.6pp | 81.2%-2.1pp |
| Annual return | -16.88% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,813 | $3,489-48.0% | $2,836-36.1% | $4,740-61.7% |
| Participant deferral / active EE | $5,011 | $5,338-6.1% | $4,656+7.6% | $6,400-21.7% |
| Admin fee / account holder | $22,372 | $10,926+104.8% | $7,493+198.6% | $11,426+95.8% |