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 | $132,813 | $79,523+67.0% | $140,016-5.1% | $56,287+136.0% |
| Participation rate | 97.2% | 85.7%+11.5pp | 87.5%+9.7pp | 69.9%+27.4pp |
| Annual return | -5.35% | 2.39%-7.7pp | 651.12%-656.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $4,213 | $3,350+25.8% | $5,606-24.8% | $2,111+99.6% |
| Participant deferral / active EE | $9,013 | $5,129+75.7% | $6,927+30.1% | $3,350+169.1% |
| Admin fee / account holder | $903 | $614+47.0% | $10,705-91.6% | $521+73.3% |