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 | $134,503 | $133,958+0.4% | $112,228+19.8% | $134,4750% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.27% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,476 | $4,038-38.7% | $3,635-31.9% | $4,740-47.8% |
| Participant deferral / active EE | $5,798 | $5,291+9.6% | $4,728+22.6% | $6,400-9.4% |
| Admin fee / account holder | $10,251 | $7,489+36.9% | $6,410+59.9% | $11,426-10.3% |