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 | $96,866 | $105,860-8.5% | $90,749+6.7% | $134,475-28.0% |
| Participation rate | 95.7% | 78.2%+17.4pp | 75.7%+20.0pp | 81.2%+14.4pp |
| Annual return | -15.95% | -11.01%-4.9pp | -12.16%-3.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,417 | $3,462+27.6% | $2,921+51.2% | $4,740-6.8% |
| Participant deferral / active EE | $9,122 | $5,216+74.9% | $4,564+99.9% | $6,400+42.5% |
| Admin fee / account holder | $5,302 | $13,938-62.0% | $8,445-37.2% | $11,426-53.6% |