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 | $112,721 | $99,032+13.8% | $80,019+40.9% | $135,375-16.7% |
| Participation rate | 76.9% | 78.4%-1.4pp | 75.8%+1.1pp | 82.6%-5.7pp |
| Annual return | -7.73% | 15.39%-23.1pp | 11.22%-19.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,458 | $3,043-19.2% | $2,468-0.4% | $4,779-48.6% |
| Participant deferral / active EE | $6,548 | $4,282+52.9% | $3,686+77.7% | $5,609+16.8% |
| Admin fee / account holder | $3,428 | $10,436-67.2% | $6,521-47.4% | $10,827-68.3% |