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 | $137,178 | $135,635+1.1% | $110,238+24.4% | $135,375+1.3% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -4.63% | 513.19%-517.8pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,697 | $4,906-45.0% | $3,826-29.5% | $4,779-43.6% |
| Participant deferral / active EE | $3,005 | $5,506-45.4% | $4,672-35.7% | $5,609-46.4% |
| Admin fee / account holder | $1,391 | $11,457-87.9% | $8,547-83.7% | $10,827-87.2% |