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 | $123,048 | $77,813+58.1% | $123,544-0.4% | $64,186+91.7% |
| Participation rate | 89.1% | 74.7%+14.4pp | 82.3%+6.8pp | 69.6%+19.5pp |
| Annual return | -4.33% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,869 | $3,014+94.7% | $4,628+26.8% | $2,381+146.5% |
| Participant deferral / active EE | $7,792 | $5,240+48.7% | $6,426+21.3% | $3,470+124.6% |
| Admin fee / account holder | $15,876 | $5,519+187.7% | $9,284+71.0% | $4,888+224.8% |