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 | $123,465 | $92,222+33.9% | $76,768+60.8% | $135,375-8.8% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -7.17% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,545 | $3,216+41.3% | $2,485+82.9% | $4,779-4.9% |
| Participant deferral / active EE | $5,966 | $4,509+32.3% | $3,852+54.9% | $5,609+6.4% |
| Admin fee / account holder | $827 | $10,748-92.3% | $6,675-87.6% | $10,827-92.4% |