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 | $116,931 | $105,860+10.5% | $90,749+28.9% | $134,475-13.0% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -16.90% | -11.01%-5.9pp | -12.16%-4.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,466 | $3,462-28.8% | $2,921-15.6% | $4,740-48.0% |
| Participant deferral / active EE | $8,253 | $5,216+58.2% | $4,564+80.8% | $6,400+29.0% |
| Admin fee / account holder | $922 | $13,938-93.4% | $8,445-89.1% | $11,426-91.9% |