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 | $115,494 | $95,862+20.5% | $79,550+45.2% | $134,475-14.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -18.11% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,420 | $3,128+9.3% | $2,413+41.7% | $4,740-27.8% |
| Participant deferral / active EE | $8,404 | $4,693+79.1% | $3,985+110.9% | $6,400+31.3% |
| Admin fee / account holder | $10,618 | $9,126+16.3% | $6,832+55.4% | $11,426-7.1% |