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 | $111,801 | $105,860+5.6% | $90,749+23.2% | $134,475-16.9% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -20.10% | -11.01%-9.1pp | -12.16%-7.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,161 | $3,462-37.6% | $2,921-26.0% | $4,740-54.4% |
| Participant deferral / active EE | $6,484 | $5,216+24.3% | $4,564+42.1% | $6,400+1.3% |
| Admin fee / account holder | $9,668 | $13,938-30.6% | $8,445+14.5% | $11,426-15.4% |