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 | $132,134 | $133,958-1.4% | $112,228+17.7% | $134,475-1.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -11.97% | 47.11%-59.1pp | 27.45%-39.4pp | 417.96%-429.9pp |
| Employer contribution / active EE | $6,936 | $4,038+71.8% | $3,635+90.8% | $4,740+46.3% |
| Participant deferral / active EE | $7,610 | $5,291+43.8% | $4,728+60.9% | $6,400+18.9% |
| Admin fee / account holder | $657 | $7,489-91.2% | $6,410-89.7% | $11,426-94.2% |