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 | $124,599 | $133,958-7.0% | $112,228+11.0% | $134,475-7.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -20.33% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,177 | $4,038-46.1% | $3,635-40.1% | $4,740-54.1% |
| Participant deferral / active EE | $3,910 | $5,291-26.1% | $4,728-17.3% | $6,400-38.9% |
| Admin fee / account holder | $4,342 | $7,489-42.0% | $6,410-32.3% | $11,426-62.0% |