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 | $97,875 | $100,754-2.9% | $86,677+12.9% | $134,475-27.2% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | -16.74% | 29.04%-45.8pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,558 | $3,489-55.4% | $2,836-45.1% | $4,740-67.1% |
| Participant deferral / active EE | $4,998 | $5,338-6.4% | $4,656+7.4% | $6,400-21.9% |
| Admin fee / account holder | $5,065 | $10,926-53.6% | $7,493-32.4% | $11,426-55.7% |