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 | $98,953 | $105,860-6.5% | $90,749+9.0% | $134,475-26.4% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -15.16% | -11.01%-4.2pp | -12.16%-3.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,271 | $3,462-63.3% | $2,921-56.5% | $4,740-73.2% |
| Participant deferral / active EE | $2,999 | $5,216-42.5% | $4,564-34.3% | $6,400-53.1% |
| Admin fee / account holder | $2,006 | $13,938-85.6% | $8,445-76.2% | $11,426-82.4% |