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 | $135,741 | $95,971+41.4% | $74,550+82.1% | $135,375+0.3% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -7.49% | 56.96%-64.5pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,586 | $2,716+32.0% | $1,961+82.9% | $4,779-25.0% |
| Participant deferral / active EE | $6,410 | $3,843+66.8% | $3,108+106.2% | $5,609+14.3% |
| Admin fee / account holder | $2,065 | $6,522-68.3% | $5,060-59.2% | $10,827-80.9% |