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 | $84,179 | $100,754-16.5% | $86,677-2.9% | $134,475-37.4% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -15.55% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,593 | $3,489-25.7% | $2,836-8.6% | $4,740-45.3% |
| Participant deferral / active EE | $6,384 | $5,338+19.6% | $4,656+37.1% | $6,400-0.2% |
| Admin fee / account holder | $8,475 | $10,926-22.4% | $7,493+13.1% | $11,426-25.8% |