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 | $112,407 | $133,958-16.1% | $112,228+0.2% | $134,475-16.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.71% | 47.11%-64.8pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,406 | $4,038-40.4% | $3,635-33.8% | $4,740-49.2% |
| Participant deferral / active EE | $7,488 | $5,291+41.5% | $4,728+58.4% | $6,400+17.0% |
| Admin fee / account holder | $1,366 | $7,489-81.8% | $6,410-78.7% | $11,426-88.0% |