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 | $91,289 | $105,860-13.8% | $90,749+0.6% | $134,475-32.1% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.7%+11.3pp | 81.2%+5.7pp |
| Annual return | -15.73% | -11.01%-4.7pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,904 | $3,462+12.8% | $2,921+33.7% | $4,740-17.6% |
| Participant deferral / active EE | $14,153 | $5,216+171.4% | $4,564+210.1% | $6,400+121.1% |
| Admin fee / account holder | $2,927 | $13,938-79.0% | $8,445-65.3% | $11,426-74.4% |