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 | $124,738 | $133,958-6.9% | $112,228+11.1% | $134,475-7.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -18.52% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,242 | $4,038-19.7% | $3,635-10.8% | $4,740-31.6% |
| Participant deferral / active EE | $6,077 | $5,291+14.9% | $4,728+28.5% | $6,400-5.0% |
| Admin fee / account holder | $1,113 | $7,489-85.1% | $6,410-82.6% | $11,426-90.3% |