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 | $92,016 | $100,754-8.7% | $86,677+6.2% | $134,475-31.6% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -13.56% | 29.04%-42.6pp | 35.91%-49.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $776 | $3,489-77.8% | $2,836-72.6% | $4,740-83.6% |
| Participant deferral / active EE | $5,015 | $5,338-6.1% | $4,656+7.7% | $6,400-21.6% |
| Admin fee / account holder | $1,554 | $10,926-85.8% | $7,493-79.3% | $11,426-86.4% |