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 | $132,007 | $133,958-1.5% | $112,228+17.6% | $134,475-1.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.01% | 47.11%-64.1pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,970 | $4,038-51.2% | $3,635-45.8% | $4,740-58.4% |
| Participant deferral / active EE | $5,837 | $5,291+10.3% | $4,728+23.5% | $6,400-8.8% |
| Admin fee / account holder | $3,045 | $7,489-59.3% | $6,410-52.5% | $11,426-73.4% |