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 | $160,828 | $92,222+74.4% | $76,768+109.5% | $135,375+18.8% |
| Participation rate | 85.0% | 79.8%+5.2pp | 77.0%+8.0pp | 82.6%+2.4pp |
| Annual return | -5.69% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,119 | $3,216+28.1% | $2,485+65.8% | $4,779-13.8% |
| Participant deferral / active EE | $6,641 | $4,509+47.3% | $3,852+72.4% | $5,609+18.4% |
| Admin fee / account holder | $2,285 | $10,748-78.7% | $6,675-65.8% | $10,827-78.9% |