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 | $124,376 | $105,860+17.5% | $90,749+37.1% | $134,475-7.5% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -17.38% | -11.01%-6.4pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,503 | $3,462+1.2% | $2,921+19.9% | $4,740-26.1% |
| Participant deferral / active EE | $11,376 | $5,216+118.1% | $4,564+149.2% | $6,400+77.8% |
| Admin fee / account holder | $396 | $13,938-97.2% | $8,445-95.3% | $11,426-96.5% |