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 | $141,380 | $93,024+52.0% | $77,024+83.6% | $134,475+5.1% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -11.50% | 62.60%-74.1pp | 42.32%-53.8pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,309 | $3,418-32.4% | $2,812-17.9% | $4,740-51.3% |
| Participant deferral / active EE | $4,260 | $5,238-18.7% | $4,426-3.8% | $6,400-33.4% |
| Admin fee / account holder | $70,475 | $6,944+914.9% | $5,425+1199.0% | $11,426+516.8% |