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 | $146,751 | $92,222+59.1% | $76,768+91.2% | $135,375+8.4% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -6.25% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,953 | $3,216-39.3% | $2,485-21.4% | $4,779-59.1% |
| Participant deferral / active EE | $6,715 | $4,509+48.9% | $3,852+74.3% | $5,609+19.7% |
| Admin fee / account holder | $3,756 | $10,748-65.1% | $6,675-43.7% | $10,827-65.3% |