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 | $131,329 | $77,813+68.8% | $123,544+6.3% | $64,186+104.6% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -4.70% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,980 | $3,014-1.1% | $4,628-35.6% | $2,381+25.1% |
| Participant deferral / active EE | $8,684 | $5,240+65.7% | $6,426+35.1% | $3,470+150.3% |
| Admin fee / account holder | $13,591 | $5,519+146.3% | $9,284+46.4% | $4,888+178.1% |