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 | $131,224 | $82,664+58.7% | $125,339+4.7% | $68,494+91.6% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -13.62% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,046 | $3,381-69.1% | $4,814-78.3% | $2,596-59.7% |
| Participant deferral / active EE | $3,447 | $6,110-43.6% | $7,446-53.7% | $4,027-14.4% |
| Admin fee / account holder | $19,531 | $6,275+211.2% | $10,010+95.1% | $5,403+261.5% |