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 | $132,986 | $133,958-0.7% | $112,228+18.5% | $134,475-1.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.00% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,125 | $4,038+2.2% | $3,635+13.5% | $4,740-13.0% |
| Participant deferral / active EE | $8,134 | $5,291+53.8% | $4,728+72.0% | $6,400+27.1% |
| Admin fee / account holder | $46,822 | $7,489+525.2% | $6,410+630.4% | $11,426+309.8% |