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 | $136,422 | $77,813+75.3% | $123,544+10.4% | $64,186+112.5% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -4.51% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,697 | $3,014-43.7% | $4,628-63.3% | $2,381-28.7% |
| Participant deferral / active EE | $5,197 | $5,240-0.8% | $6,426-19.1% | $3,470+49.8% |
| Admin fee / account holder | $39,124 | $5,519+608.9% | $9,284+321.4% | $4,888+700.4% |