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 | $139,073 | $133,958+3.8% | $112,228+23.9% | $134,475+3.4% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -18.38% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,949 | $4,038-2.2% | $3,635+8.7% | $4,740-16.7% |
| Participant deferral / active EE | $6,928 | $5,291+30.9% | $4,728+46.5% | $6,400+8.3% |
| Admin fee / account holder | $3,470 | $7,489-53.7% | $6,410-45.9% | $11,426-69.6% |