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 | $140,600 | $138,065+1.8% | $123,544+13.8% | $135,375+3.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.39% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,445 | $5,151-71.9% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $2,525 | $6,799-62.9% | $6,426-60.7% | $5,609-55.0% |
| Admin fee / account holder | $5,683 | $10,916-47.9% | $9,284-38.8% | $10,827-47.5% |