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 | $134,573 | $99,032+35.9% | $80,019+68.2% | $135,375-0.6% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | -6.67% | 15.39%-22.1pp | 11.22%-17.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,568 | $3,043+50.1% | $2,468+85.1% | $4,779-4.4% |
| Participant deferral / active EE | $8,056 | $4,282+88.1% | $3,686+118.6% | $5,609+43.6% |
| Admin fee / account holder | $123,685 | $10,436+1085.2% | $6,521+1796.8% | $10,827+1042.4% |