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 | $106,656 | $100,754+5.9% | $86,677+23.1% | $134,475-20.7% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -16.94% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,332 | $3,489-61.8% | $2,836-53.0% | $4,740-71.9% |
| Participant deferral / active EE | $4,791 | $5,338-10.2% | $4,656+2.9% | $6,400-25.1% |
| Admin fee / account holder | $3,229 | $10,926-70.4% | $7,493-56.9% | $11,426-71.7% |