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 | $138,273 | $100,754+37.2% | $86,677+59.5% | $134,475+2.8% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -18.23% | 29.04%-47.3pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,210 | $3,489-65.3% | $2,836-57.4% | $4,740-74.5% |
| Participant deferral / active EE | $4,917 | $5,338-7.9% | $4,656+5.6% | $6,400-23.2% |
| Admin fee / account holder | $4,222 | $10,926-61.4% | $7,493-43.7% | $11,426-63.0% |