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 | $99,863 | $100,754-0.9% | $86,677+15.2% | $134,475-25.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.93% | 29.04%-45.0pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,416 | $3,489-30.8% | $2,836-14.8% | $4,740-49.0% |
| Participant deferral / active EE | $5,499 | $5,338+3.0% | $4,656+18.1% | $6,400-14.1% |
| Admin fee / account holder | $8,188 | $10,926-25.1% | $7,493+9.3% | $11,426-28.3% |