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 | $106,251 | $99,032+7.3% | $80,019+32.8% | $135,375-21.5% |
| Participation rate | 76.5% | 78.4%-1.9pp | 75.8%+0.6pp | 82.6%-6.2pp |
| Annual return | -7.84% | 15.39%-23.2pp | 11.22%-19.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,258 | $3,043-25.8% | $2,468-8.5% | $4,779-52.7% |
| Participant deferral / active EE | $5,588 | $4,282+30.5% | $3,686+51.6% | $5,609-0.4% |
| Admin fee / account holder | $464 | $10,436-95.6% | $6,521-92.9% | $10,827-95.7% |