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 | $140,477 | $77,813+80.5% | $123,544+13.7% | $64,186+118.9% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -2.47% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $5,017 | $3,014+66.5% | $4,628+8.4% | $2,381+110.7% |
| Participant deferral / active EE | $4,159 | $5,240-20.6% | $6,426-35.3% | $3,470+19.9% |
| Admin fee / account holder | $3,364 | $5,519-39.0% | $9,284-63.8% | $4,888-31.2% |