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 9-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 | $136,111 | $133,958+1.6% | $112,228+21.3% | $134,475+1.2% |
| Participation rate | 84.2% | 78.6%+5.7pp | 75.1%+9.1pp | 81.2%+3.0pp |
| Annual return | -15.92% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $9,783 | $4,038+142.3% | $3,635+169.2% | $4,740+106.4% |
| Participant deferral / active EE | $6,212 | $5,291+17.4% | $4,728+31.4% | $6,400-2.9% |
| Admin fee / account holder | $896 | $7,489-88.0% | $6,410-86.0% | $11,426-92.2% |