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 | $152,721 | $129,942+17.5% | $104,294+46.4% | $134,475+13.6% |
| Participation rate | 86.7% | 79.5%+7.1pp | 73.3%+13.4pp | 81.2%+5.4pp |
| Annual return | -18.53% | 42.03%-60.6pp | 24.61%-43.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,509 | $4,184-40.0% | $3,372-25.6% | $4,740-47.1% |
| Participant deferral / active EE | $3,410 | $5,588-39.0% | $4,625-26.3% | $6,400-46.7% |
| Admin fee / account holder | $972 | $9,323-89.6% | $7,339-86.8% | $11,426-91.5% |