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 | $113,736 | $95,862+18.6% | $79,550+43.0% | $134,475-15.4% |
| Participation rate | 73.7% | 75.0%-1.4pp | 69.5%+4.2pp | 81.2%-7.5pp |
| Annual return | -13.96% | -2.69%-11.3pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,300 | $3,128-26.5% | $2,413-4.7% | $4,740-51.5% |
| Participant deferral / active EE | $6,397 | $4,693+36.3% | $3,985+60.5% | $6,4000% |
| Admin fee / account holder | $1,072 | $9,126-88.3% | $6,832-84.3% | $11,426-90.6% |