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 | $83,559 | $100,754-17.1% | $86,677-3.6% | $134,475-37.9% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -15.31% | 29.04%-44.3pp | 35.91%-51.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $5,521 | $3,489+58.2% | $2,836+94.6% | $4,740+16.5% |
| Participant deferral / active EE | $2,535 | $5,338-52.5% | $4,656-45.5% | $6,400-60.4% |
| Admin fee / account holder | $2,090 | $10,926-80.9% | $7,493-72.1% | $11,426-81.7% |