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 | $133,371 | $95,971+39.0% | $74,550+78.9% | $135,375-1.5% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.64% | 56.96%-63.6pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,429 | $2,716-47.4% | $1,961-27.1% | $4,779-70.1% |
| Participant deferral / active EE | $4,981 | $3,843+29.6% | $3,108+60.3% | $5,609-11.2% |
| Admin fee / account holder | $5,260 | $6,522-19.4% | $5,060+4.0% | $10,827-51.4% |