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 | $112,403 | $105,860+6.2% | $90,749+23.9% | $134,475-16.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -19.64% | -11.01%-8.6pp | -12.16%-7.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,483 | $3,462+0.6% | $2,921+19.2% | $4,740-26.5% |
| Participant deferral / active EE | $7,765 | $5,216+48.9% | $4,564+70.1% | $6,400+21.3% |
| Admin fee / account holder | $4,091 | $13,938-70.6% | $8,445-51.6% | $11,426-64.2% |