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 | $96,025 | $100,754-4.7% | $86,677+10.8% | $134,475-28.6% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.3pp | 81.2%+14.6pp |
| Annual return | -14.62% | 29.04%-43.7pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,000 | $3,489+43.3% | $2,836+76.3% | $4,740+5.5% |
| Participant deferral / active EE | $2,197 | $5,338-58.8% | $4,656-52.8% | $6,400-65.7% |
| Admin fee / account holder | $14,395 | $10,926+31.7% | $7,493+92.1% | $11,426+26.0% |