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 | $135,987 | $92,222+47.5% | $76,768+77.1% | $135,375+0.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -7.24% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $817 | $3,216-74.6% | $2,485-67.1% | $4,779-82.9% |
| Participant deferral / active EE | $5,484 | $4,509+21.6% | $3,852+42.4% | $5,609-2.2% |
| Admin fee / account holder | $969 | $10,748-91.0% | $6,675-85.5% | $10,827-91.0% |