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 | $133,375 | $92,222+44.6% | $76,768+73.7% | $135,375-1.5% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -2.22% | 5.46%-7.7pp | 2.43%-4.6pp | 519.73%-521.9pp |
| Employer contribution / active EE | $870 | $3,216-73.0% | $2,485-65.0% | $4,779-81.8% |
| Participant deferral / active EE | $5,210 | $4,509+15.6% | $3,852+35.3% | $5,609-7.1% |
| Admin fee / account holder | $5,083 | $10,748-52.7% | $6,675-23.9% | $10,827-53.1% |