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 | $121,908 | $127,386-4.3% | $115,037+6.0% | $125,391-2.8% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | -0.91% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,804 | $5,166-45.7% | $4,608-39.1% | $4,866-42.4% |
| Participant deferral / active EE | $5,778 | $6,423-10.0% | $6,026-4.1% | $5,352+8.0% |
| Admin fee / account holder | $4,938 | $9,516-48.1% | $8,175-39.6% | $9,540-48.2% |