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 | $172,680 | $106,543+62.1% | $91,220+89.3% | $134,475+28.4% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -16.82% | 160.60%-177.4pp | 114.01%-130.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $861 | $3,331-74.1% | $2,850-69.8% | $4,740-81.8% |
| Participant deferral / active EE | $2,584 | $4,719-45.2% | $4,234-39.0% | $6,400-59.6% |
| Admin fee / account holder | $2,735 | $6,231-56.1% | $5,420-49.5% | $11,426-76.1% |