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 | $99,998 | $133,958-25.4% | $112,228-10.9% | $134,475-25.6% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 81.2%+10.1pp |
| Annual return | -16.60% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,580 | $4,038-36.1% | $3,635-29.0% | $4,740-45.6% |
| Participant deferral / active EE | $4,921 | $5,291-7.0% | $4,728+4.1% | $6,400-23.1% |
| Admin fee / account holder | $982 | $7,489-86.9% | $6,410-84.7% | $11,426-91.4% |