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 | $125,583 | $133,958-6.3% | $112,228+11.9% | $134,475-6.6% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -18.20% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $8,436 | $4,038+108.9% | $3,635+132.1% | $4,740+78.0% |
| Participant deferral / active EE | $7,796 | $5,291+47.4% | $4,728+64.9% | $6,400+21.8% |
| Admin fee / account holder | $1,420 | $7,489-81.0% | $6,410-77.9% | $11,426-87.6% |