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 | $134,356 | $95,971+40.0% | $74,550+80.2% | $135,375-0.8% |
| Participation rate | 86.4% | 75.7%+10.7pp | 69.1%+17.2pp | 82.6%+3.7pp |
| Annual return | -5.53% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $573 | $2,716-78.9% | $1,961-70.8% | $4,779-88.0% |
| Participant deferral / active EE | $1,828 | $3,843-52.4% | $3,108-41.2% | $5,609-67.4% |
| Admin fee / account holder | $393 | $6,522-94.0% | $5,060-92.2% | $10,827-96.4% |