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 | $128,366 | $99,032+29.6% | $80,019+60.4% | $135,375-5.2% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -7.92% | 15.39%-23.3pp | 11.22%-19.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,761 | $3,043-42.1% | $2,468-28.6% | $4,779-63.1% |
| Participant deferral / active EE | $5,631 | $4,282+31.5% | $3,686+52.8% | $5,609+0.4% |
| Admin fee / account holder | $5,650 | $10,436-45.9% | $6,521-13.3% | $10,827-47.8% |