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 | $136,156 | $100,754+35.1% | $86,677+57.1% | $134,475+1.3% |
| Participation rate | 70.6% | 78.9%-8.3pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -14.56% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,075 | $3,489-11.9% | $2,836+8.4% | $4,740-35.1% |
| Participant deferral / active EE | $6,920 | $5,338+29.6% | $4,656+48.6% | $6,400+8.1% |
| Admin fee / account holder | $20,814 | $10,926+90.5% | $7,493+177.8% | $11,426+82.2% |