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 | $122,104 | $133,958-8.8% | $112,228+8.8% | $134,475-9.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -10.43% | 47.11%-57.5pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $885 | $4,038-78.1% | $3,635-75.7% | $4,740-81.3% |
| Participant deferral / active EE | $7,657 | $5,291+44.7% | $4,728+61.9% | $6,400+19.6% |
| Admin fee / account holder | $1,549 | $7,489-79.3% | $6,410-75.8% | $11,426-86.4% |