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 | $139,182 | $133,958+3.9% | $112,228+24.0% | $134,475+3.5% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -16.46% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $10,526 | $4,038+160.7% | $3,635+189.6% | $4,740+122.1% |
| Participant deferral / active EE | $4,842 | $5,291-8.5% | $4,728+2.4% | $6,400-24.3% |
| Admin fee / account holder | $761 | $7,489-89.8% | $6,410-88.1% | $11,426-93.3% |