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 | $134,114 | $95,971+39.7% | $74,550+79.9% | $135,375-0.9% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | 0.19% | 56.96%-56.8pp | 32.53%-32.3pp | 519.73%-519.5pp |
| Employer contribution / active EE | $3,162 | $2,716+16.4% | $1,961+61.3% | $4,779-33.8% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,603 | $6,522-75.4% | $5,060-68.3% | $10,827-85.2% |