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 | $97,112 | $100,754-3.6% | $86,677+12.0% | $134,475-27.8% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -19.62% | 29.04%-48.7pp | 35.91%-55.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,615 | $3,489+3.6% | $2,836+27.5% | $4,740-23.7% |
| Participant deferral / active EE | $5,091 | $5,338-4.6% | $4,656+9.3% | $6,400-20.5% |
| Admin fee / account holder | $403 | $10,926-96.3% | $7,493-94.6% | $11,426-96.5% |