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 | $128,821 | $92,222+39.7% | $76,768+67.8% | $135,375-4.8% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -5.35% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,348 | $3,216+35.2% | $2,485+75.0% | $4,779-9.0% |
| Participant deferral / active EE | $1,813 | $4,509-59.8% | $3,852-52.9% | $5,609-67.7% |
| Admin fee / account holder | $4,422 | $10,748-58.9% | $6,675-33.8% | $10,827-59.2% |