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 | $111,553 | $100,754+10.7% | $86,677+28.7% | $134,475-17.0% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -14.63% | 29.04%-43.7pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,156 | $3,489-66.9% | $2,836-59.2% | $4,740-75.6% |
| Participant deferral / active EE | $2,691 | $5,338-49.6% | $4,656-42.2% | $6,400-58.0% |
| Admin fee / account holder | $2,176 | $10,926-80.1% | $7,493-71.0% | $11,426-81.0% |