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 | $100,010 | $100,754-0.7% | $86,677+15.4% | $134,475-25.6% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -10.99% | 29.04%-40.0pp | 35.91%-46.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,536 | $3,489+1.3% | $2,836+24.7% | $4,740-25.4% |
| Participant deferral / active EE | $6,398 | $5,338+19.9% | $4,656+37.4% | $6,4000% |
| Admin fee / account holder | $4,725 | $10,926-56.8% | $7,493-36.9% | $11,426-58.6% |