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 | $113,465 | $133,958-15.3% | $112,228+1.1% | $134,475-15.6% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | -19.95% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,092 | $4,038-23.4% | $3,635-14.9% | $4,740-34.8% |
| Participant deferral / active EE | $7,421 | $5,291+40.3% | $4,728+57.0% | $6,400+16.0% |
| Admin fee / account holder | $8,692 | $7,489+16.1% | $6,410+35.6% | $11,426-23.9% |