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 | $137,254 | $93,024+47.5% | $77,024+78.2% | $134,475+2.1% |
| Participation rate | 89.5% | 74.5%+15.0pp | 67.9%+21.6pp | 81.2%+8.3pp |
| Annual return | -15.94% | 62.60%-78.5pp | 42.32%-58.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,640 | $3,418-22.8% | $2,812-6.1% | $4,740-44.3% |
| Participant deferral / active EE | $5,573 | $5,238+6.4% | $4,426+25.9% | $6,400-12.9% |
| Admin fee / account holder | $4,451 | $6,944-35.9% | $5,425-18.0% | $11,426-61.0% |