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 | $128,721 | $133,958-3.9% | $112,228+14.7% | $134,475-4.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.17% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,099 | $4,038-23.3% | $3,635-14.7% | $4,740-34.6% |
| Participant deferral / active EE | $10,642 | $5,291+101.2% | $4,728+125.1% | $6,400+66.3% |
| Admin fee / account holder | $1,631 | $7,489-78.2% | $6,410-74.6% | $11,426-85.7% |