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 9-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 | $93,080 | $100,754-7.6% | $86,677+7.4% | $134,475-30.8% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -18.21% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,093 | $3,489-40.0% | $2,836-26.2% | $4,740-55.8% |
| Participant deferral / active EE | $5,264 | $5,338-1.4% | $4,656+13.1% | $6,400-17.7% |
| Admin fee / account holder | $2,802 | $10,926-74.4% | $7,493-62.6% | $11,426-75.5% |