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 | $122,629 | $77,813+57.6% | $123,544-0.7% | $64,186+91.1% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -5.96% | 12.48%-18.4pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,042 | $3,014+0.9% | $4,628-34.3% | $2,381+27.8% |
| Participant deferral / active EE | $8,615 | $5,240+64.4% | $6,426+34.1% | $3,470+148.3% |
| Admin fee / account holder | $735 | $5,519-86.7% | $9,284-92.1% | $4,888-85.0% |