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 | $87,751 | $100,754-12.9% | $86,677+1.2% | $134,475-34.7% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -16.01% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,900 | $3,489-45.5% | $2,836-33.0% | $4,740-59.9% |
| Participant deferral / active EE | $4,822 | $5,338-9.7% | $4,656+3.6% | $6,400-24.7% |
| Admin fee / account holder | $483 | $10,926-95.6% | $7,493-93.6% | $11,426-95.8% |