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 | $140,945 | $95,862+47.0% | $79,550+77.2% | $134,475+4.8% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -13.02% | -2.69%-10.3pp | 0.16%-13.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,486 | $3,128-52.5% | $2,413-38.4% | $4,740-68.7% |
| Participant deferral / active EE | $5,686 | $4,693+21.2% | $3,985+42.7% | $6,400-11.2% |
| Admin fee / account holder | $1,499 | $9,126-83.6% | $6,832-78.1% | $11,426-86.9% |