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 | $122,149 | $99,032+23.3% | $80,019+52.6% | $135,375-9.8% |
| Participation rate | 95.2% | 78.4%+16.9pp | 75.8%+19.4pp | 82.6%+12.6pp |
| Annual return | -5.92% | 15.39%-21.3pp | 11.22%-17.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $9,929 | $3,043+226.3% | $2,468+302.3% | $4,779+107.8% |
| Participant deferral / active EE | $4,000 | $4,282-6.6% | $3,686+8.5% | $5,609-28.7% |
| Admin fee / account holder | $12,539 | $10,436+20.2% | $6,521+92.3% | $10,827+15.8% |