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 | $131,734 | $95,971+37.3% | $74,550+76.7% | $135,375-2.7% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -8.96% | 56.96%-65.9pp | 32.53%-41.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,226 | $2,716+55.6% | $1,961+115.5% | $4,779-11.6% |
| Participant deferral / active EE | $6,031 | $3,843+56.9% | $3,108+94.1% | $5,609+7.5% |
| Admin fee / account holder | $13,967 | $6,522+114.2% | $5,060+176.1% | $10,827+29.0% |