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 | $81,914 | $100,754-18.7% | $86,677-5.5% | $134,475-39.1% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -19.02% | 29.04%-48.1pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,884 | $3,489+97.3% | $2,836+142.7% | $4,740+45.2% |
| Participant deferral / active EE | $4,920 | $5,338-7.8% | $4,656+5.7% | $6,400-23.1% |
| Admin fee / account holder | $516 | $10,926-95.3% | $7,493-93.1% | $11,426-95.5% |