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 | $120,096 | $133,958-10.3% | $112,228+7.0% | $134,475-10.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -19.03% | 47.11%-66.1pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,328 | $4,038-67.1% | $3,635-63.4% | $4,740-72.0% |
| Participant deferral / active EE | $7,219 | $5,291+36.4% | $4,728+52.7% | $6,400+12.8% |
| Admin fee / account holder | $1,361 | $7,489-81.8% | $6,410-78.8% | $11,426-88.1% |