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 | $94,776 | $99,032-4.3% | $80,019+18.4% | $135,375-30.0% |
| Participation rate | 94.1% | 78.4%+15.8pp | 75.8%+18.3pp | 82.6%+11.5pp |
| Annual return | -6.93% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,905 | $3,043-37.4% | $2,468-22.8% | $4,779-60.1% |
| Participant deferral / active EE | $2,700 | $4,282-37.0% | $3,686-26.8% | $5,609-51.9% |
| Admin fee / account holder | $768 | $10,436-92.6% | $6,521-88.2% | $10,827-92.9% |