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 | $131,530 | $133,958-1.8% | $112,228+17.2% | $134,475-2.2% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -18.98% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,668 | $4,038-9.2% | $3,635+0.9% | $4,740-22.6% |
| Participant deferral / active EE | $7,706 | $5,291+45.7% | $4,728+63.0% | $6,400+20.4% |
| Admin fee / account holder | $13,530 | $7,489+80.7% | $6,410+111.1% | $11,426+18.4% |