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 | $97,425 | $100,754-3.3% | $86,677+12.4% | $134,475-27.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.15% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,247 | $3,489-35.6% | $2,836-20.8% | $4,740-52.6% |
| Participant deferral / active EE | $9,867 | $5,338+84.8% | $4,656+111.9% | $6,400+54.2% |
| Admin fee / account holder | $2,016 | $10,926-81.6% | $7,493-73.1% | $11,426-82.4% |