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 | $123,355 | $43,723+182.1% | $121,196+1.8% | $64,186+92.2% |
| Participation rate | 71.4% | 58.3%+13.1pp | 71.7%-0.3pp | 69.6%+1.9pp |
| Annual return | -3.33% | 68.91%-72.2pp | 16.93%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $517 | $1,296-60.1% | $4,022-87.1% | $2,381-78.3% |
| Participant deferral / active EE | $4,603 | $2,280+101.9% | $3,344+37.6% | $3,470+32.7% |
| Admin fee / account holder | $9,675 | $3,501+176.3% | $5,019+92.8% | $4,888+97.9% |