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 7-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 | $92,529 | $100,754-8.2% | $86,677+6.8% | $134,475-31.2% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -16.18% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,702 | $3,489-22.6% | $2,836-4.7% | $4,740-43.0% |
| Participant deferral / active EE | $12,153 | $5,338+127.7% | $4,656+161.0% | $6,400+89.9% |
| Admin fee / account holder | $5,699 | $10,926-47.8% | $7,493-24.0% | $11,426-50.1% |