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 | $134,514 | $99,032+35.8% | $80,019+68.1% | $135,375-0.6% |
| Participation rate | 84.6% | 78.4%+6.3pp | 75.8%+8.8pp | 82.6%+2.0pp |
| Annual return | -4.88% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,771 | $3,043-41.8% | $2,468-28.2% | $4,779-62.9% |
| Participant deferral / active EE | $5,947 | $4,282+38.9% | $3,686+61.4% | $5,609+6.0% |
| Admin fee / account holder | $64,727 | $10,436+520.2% | $6,521+892.6% | $10,827+497.8% |