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 | $138,729 | $133,958+3.6% | $112,228+23.6% | $134,475+3.2% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -10.27% | 47.11%-57.4pp | 27.45%-37.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,292 | $4,038-18.5% | $3,635-9.4% | $4,740-30.5% |
| Participant deferral / active EE | $12,082 | $5,291+128.4% | $4,728+155.5% | $6,400+88.8% |
| Admin fee / account holder | $13,514 | $7,489+80.5% | $6,410+110.8% | $11,426+18.3% |