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 | $105,868 | $100,754+5.1% | $86,677+22.1% | $134,475-21.3% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -9.46% | 29.04%-38.5pp | 35.91%-45.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,055 | $3,489-69.8% | $2,836-62.8% | $4,740-77.8% |
| Participant deferral / active EE | $3,818 | $5,338-28.5% | $4,656-18.0% | $6,400-40.3% |
| Admin fee / account holder | $29,018 | $10,926+165.6% | $7,493+287.3% | $11,426+154.0% |