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 | $97,457 | $105,860-7.9% | $90,749+7.4% | $134,475-27.5% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -16.69% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,346 | $3,462-61.1% | $2,921-53.9% | $4,740-71.6% |
| Participant deferral / active EE | $1,774 | $5,216-66.0% | $4,564-61.1% | $6,400-72.3% |
| Admin fee / account holder | $2,890 | $13,938-79.3% | $8,445-65.8% | $11,426-74.7% |