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 | $134,000 | $133,9580% | $112,228+19.4% | $134,475-0.4% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.75% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $9,443 | $4,038+133.9% | $3,635+159.8% | $4,740+99.2% |
| Participant deferral / active EE | $7,058 | $5,291+33.4% | $4,728+49.3% | $6,400+10.3% |
| Admin fee / account holder | $1,189 | $7,489-84.1% | $6,410-81.5% | $11,426-89.6% |