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 | $129,285 | $100,754+28.3% | $86,677+49.2% | $134,475-3.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.09% | 29.04%-32.1pp | 35.91%-39.0pp | 417.96%-421.1pp |
| Employer contribution / active EE | $2,790 | $3,489-20.0% | $2,836-1.6% | $4,740-41.1% |
| Participant deferral / active EE | $7,178 | $5,338+34.5% | $4,656+54.2% | $6,400+12.2% |
| Admin fee / account holder | $26,370 | $10,926+141.3% | $7,493+251.9% | $11,426+130.8% |