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 | $130,158 | $100,754+29.2% | $86,677+50.2% | $134,475-3.2% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -13.60% | 29.04%-42.6pp | 35.91%-49.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,710 | $3,489+6.3% | $2,836+30.8% | $4,740-21.7% |
| Participant deferral / active EE | $7,130 | $5,338+33.6% | $4,656+53.2% | $6,400+11.4% |
| Admin fee / account holder | $19,729 | $10,926+80.6% | $7,493+163.3% | $11,426+72.7% |