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 | $100,755 | $107,791-6.5% | $90,645+11.2% | $135,375-25.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -6.40% | -0.90%-5.5pp | 1.88%-8.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,944 | $3,018-35.6% | $2,532-23.2% | $4,779-59.3% |
| Participant deferral / active EE | $4,001 | $3,872+3.3% | $3,425+16.8% | $5,609-28.7% |
| Admin fee / account holder | $752 | $5,930-87.3% | $4,994-84.9% | $10,827-93.1% |