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 | $136,976 | $92,222+48.5% | $76,768+78.4% | $135,375+1.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -4.28% | 5.46%-9.7pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,919 | $3,216+52.9% | $2,485+97.9% | $4,779+2.9% |
| Participant deferral / active EE | $11,337 | $4,509+151.5% | $3,852+194.4% | $5,609+102.1% |
| Admin fee / account holder | $18,094 | $10,748+68.3% | $6,675+171.1% | $10,827+67.1% |