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 | $127,789 | $84,487+51.3% | $125,339+2.0% | $66,914+91.0% |
| Participation rate | 88.4% | 76.4%+12.0pp | 82.4%+6.0pp | 69.8%+18.6pp |
| Annual return | -4.58% | -8.39%+3.8pp | 572.05%-576.6pp | 1.58%-6.2pp |
| Employer contribution / active EE | $14,692 | $3,553+313.5% | $4,814+205.2% | $2,544+477.5% |
| Participant deferral / active EE | $13,590 | $6,781+100.4% | $7,446+82.5% | $4,237+220.8% |
| Admin fee / account holder | $7,596 | $685+1008.8% | $10,010-24.1% | $593+1180.3% |