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 | $128,958 | $100,754+28.0% | $86,677+48.8% | $134,475-4.1% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -12.06% | 29.04%-41.1pp | 35.91%-48.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,820 | $3,489-19.2% | $2,836-0.6% | $4,740-40.5% |
| Participant deferral / active EE | $5,577 | $5,338+4.5% | $4,656+19.8% | $6,400-12.8% |
| Admin fee / account holder | $107,646 | $10,926+885.2% | $7,493+1336.6% | $11,426+842.1% |