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 | $139,945 | $152,509-8.2% | $117,472+19.1% | $134,475+4.1% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -8.33% | 52.99%-61.3pp | 29.74%-38.1pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,075 | $5,571-80.7% | $4,176-74.3% | $4,740-77.3% |
| Participant deferral / active EE | $2,334 | $4,818-51.6% | $4,070-42.7% | $6,400-63.5% |
| Admin fee / account holder | $2,513 | $7,004-64.1% | $5,645-55.5% | $11,426-78.0% |